Abdiel Capital Advisors, LP
NEW YORK, NY · CIK 0001578684
Portfolio Value: $1.63B
Positions: 10
Period: 2019-09-30
Filed: 2019-11-14
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Portfolio Value
$1.63B
Positions
10
New
0
Increased
2
Decreased
2
Sold Out
10
Abdiel Capital Advisors, LP Q3 2019 13F Filing Summary
Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $1.63B across 10 positions in their Q3 2019 SEC 13F filing (period ending 2019-09-30). Top holdings include ALTERYX INC ($431.23M), SHOPIFY INC ($362.50M), APPIAN CORP ($352.69M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 2 increases, 2 reductions, 10 complete exits. Notable exits: CANNAE HLDGS INC, CERIDIAN HCM HLDG INC, STURM RUGER & CO INC.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | ALTERYX INC COM CL A | $431.23M | 26.48% | - |
| 2 | SHOPIFY INC CL A | $362.50M | 22.26% | -2.2% |
| 3 | APPIAN CORP CL A | $352.69M | 21.66% | -0.5% |
| 4 | MIMECAST LTD ORD SHS | $131.43M | 8.07% | - |
| 5 | AXON ENTERPRISE INC COM | $105.64M | 6.49% | - |
| 6 | SMARTSHEET INC COM CL A | $103.10M | 6.33% | +27.4% |
| 7 | FASTLY INC CL A | $93.50M | 5.74% | +72.9% |
| 8 | ZUORA INC COM CL A | $20.46M | 1.26% | - |
| 9 | ZOOM VIDEO COMMUNICATIONS INC CL A | $20.06M | 1.23% | - |
| 10 | CARGURUS INC COM CL A | $7.74M | 0.48% | - |
Position Changes
| Stock | Value | Shares | % Chg |
|---|---|---|---|
SMARTSHEET INC | $103.10M | 2,861,580 | +27.4% |
FASTLY INC | $93.50M | 3,895,982 | +72.9% |