Abdiel Capital Advisors, LP

NEW YORK, NY · CIK 0001578684

Portfolio Value: $1.48B

Positions: 8

Period: 2022-06-30

Filed: 2022-08-15

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

New positions

Added to

Trimmed

Exited

Abdiel Capital Advisors, LP Q2 2022 13F Filing Summary

Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $1.48B across 8 positions in their Q2 2022 SEC 13F filing (period ending 2022-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: APPN$394.42M·GLBE$298.86M·FND$273.79M·BILL$218.57M·SHOP$134.19M

+1 new7 increased

Holdings Heatmap

APPN26.6% · $394.42M+39.9%GLBE20.1% · $298.86M+48.2%FND18.4% · $273.79M+1.5%BILL14.7% · $218.57M+158.0%SHOP9.0%+1914.5%CRCT6.0%+5.6%

AFRM2.6% · $38.54M+26.4%IOT2.5% · $36.56MNew

Top 8 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

Largest Adds5

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	APPNAPPIAN CORP	$394.42M	8,328,118	26.57%	+39.9%
2	GLBEGLOBAL E ONLINE LTD	$298.86M	14,816,911	20.14%	+48.2%
3	FNDFLOOR & DECOR HLDGS INC	$273.79M	4,348,584	18.45%	+1.5%
4	BILLBILL.COM HLDGS INC	$218.57M	1,988,067	14.73%	+158.0%
5	SHOPSHOPIFY INC	$134.19M	4,295,360	9.04%	+1914.5%
6	CRCTCRICUT INC	$89.33M	14,548,434	6.02%	+5.6%
7	AFRMAFFIRM HOLDINGS INC	$38.54M	2,133,792	2.60%	+26.4%
8	IOTSAMSARA INC	$36.56M	3,272,751	2.46%	New

Position Changes

Stock	Value	Shares
IOTSAMSARA INC	$36.56M	3,272,751

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