Abdiel Capital Advisors, LP Q3 2023 13F Holdings & Portfolio | SmartMoneyDB

Abdiel Capital Advisors, LP

NEW YORK, NY · CIK 0001578684

Portfolio Value: $2.28B

Positions: 9

Period: 2023-09-30

Filed: 2023-11-14

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

Portfolio Value

$2.28B

Positions

New

Increased

Decreased

Sold Out

Abdiel Capital Advisors, LP Q3 2023 13F Filing Summary

Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $2.28B across 9 positions in their Q3 2023 SEC 13F filing (period ending 2023-09-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: HUBS$482.43M·GLBE$464.67M·APPN$461.66M·TOST$203.71M·FND$201.53M

Holdings Heatmap

HUBS21.1% · $482.43M-13.7%GLBE20.4% · $464.67M-8.3%APPN20.2% · $461.66M TOST8.9%+0.8%FND8.8%-3.1%BILL7.0%-3.1%

CRCT6.1% · $138.29M SHOP5.3% · $120.46M-3.1%AFRM2.2% · $49.12M+0.1%

Top 9 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Adds2

Largest Reductions5

FLOOR & DECOR HLDGS INC

$201.53M

-3.1%

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	HUBSHUBSPOT INC	$482.43M	979,548	21.15%	-13.7%
2	GLBEGLOBAL E ONLINE LTD	$464.67M	11,692,772	20.37%	-8.3%
3	APPNAPPIAN CORP	$461.66M	10,121,954	20.24%	-
4	TOSTTOAST INC	$203.71M	10,876,373	8.93%	+0.8%
5	FNDFLOOR & DECOR HLDGS INC	$201.53M	2,226,899	8.83%	-3.1%
6	BILLBILL HOLDINGS INC	$159.34M	1,467,604	6.98%	-3.1%
7	CRCTCRICUT INC	$138.29M	14,886,303	6.06%	-
8	SHOPSHOPIFY INC	$120.46M	2,207,495	5.28%	-3.1%
9	AFRMAFFIRM HLDGS INC	$49.12M	2,309,316	2.15%	+0.1%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
TOSTTOAST INC	$203.71M	10,876,373	+86.5K	+0.8%
AFRMAFFIRM HLDGS INC	$49.12M	2,309,316	+2.5K	+0.1%

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