Abdiel Capital Advisors, LP Q1 2024 13F Holdings & Portfolio | SmartMoneyDB

Abdiel Capital Advisors, LP

NEW YORK, NY · CIK 0001578684

Portfolio Value: $1.60B

Positions: 7

Period: 2024-03-31

Filed: 2024-05-15

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

Portfolio Value

$1.60B

Positions

New

Increased

Decreased

Sold Out

Abdiel Capital Advisors, LP Q1 2024 13F Filing Summary

Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $1.60B across 7 positions in their Q1 2024 SEC 13F filing (period ending 2024-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: HUBS$389.29M·TOST$259.23M·GLBE$242.85M·APPN$235.32M·FND$231.08M

1 increased6 reduced1 exits

Holdings Heatmap

HUBS24.3% · $389.29M-25.3%TOST16.2% · $259.23M-4.7%GLBE15.2% · $242.85M-40.6%APPN14.7% · $235.32M-10.9%FND14.4% · $231.08M-15.1%BILL10.1%+37.9%

AFRM5.0% · $79.33M-4.7%

Top 7 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Adds1

Largest Reductions5

FLOOR & DECOR HLDNGS INC

Exits1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	HUBSHUBSPOT INC	$389.29M	621,319	24.34%	-25.3%
2	TOSTTOAST INC	$259.23M	10,402,454	16.21%	-4.7%
3	GLBEGLOBAL-E ONLINE LTD	$242.85M	6,680,754	15.19%	-40.6%
4	APPNAPPIAN CORP	$235.32M	5,890,304	14.71%	-10.9%
5	FNDFLOOR & DECOR HLDNGS INC	$231.08M	1,782,746	14.45%	-15.1%
6	BILLBILL HOLDINGS INC	$162.14M	2,359,427	10.14%	+37.9%
7	AFRMAFFIRM HOLDINGS INC	$79.33M	2,129,044	4.96%	-4.7%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
BILLBILL HOLDINGS INC	$162.14M	2,359,427	+648.0K	+37.9%

Follow Abdiel Capital Advisors, LP's moves

Get alerts when Abdiel Capital Advisors, LP files new 13F holdings.