Abdiel Capital Advisors, LP Q2 2024 13F Holdings & Portfolio | SmartMoneyDB

Abdiel Capital Advisors, LP

NEW YORK, NY · CIK 0001578684

Portfolio Value: $1.42B

Positions: 7

Period: 2024-06-30

Filed: 2024-08-14

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

Portfolio Value

$1.42B

Positions

New

Increased

Decreased

Sold Out

Abdiel Capital Advisors, LP Q2 2024 13F Filing Summary

Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $1.42B across 7 positions in their Q2 2024 SEC 13F filing (period ending 2024-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: HUBS$353.78M·GLBE$245.78M·TOST$220.35M·BILL$181.79M·APPN$181.77M

Holdings Heatmap

HUBS25.0% · $353.78M-3.5%GLBE17.3% · $245.78M+1.4%TOST15.5% · $220.35M-17.8%BILL12.8%+46.4%APPN12.8%FND12.1%-3.1%

AFRM4.4% · $62.22M-3.3%

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

Largest Trades This Quarter

Largest Adds2

Largest Reductions4

FLOOR & DECOR HLDGS INC

$171.75M

-3.1%

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	HUBSHUBSPOT INC	$353.78M	599,833	24.96%	-3.5%
2	GLBEGLOBAL E ONLINE LTD	$245.78M	6,776,495	17.34%	+1.4%
3	TOSTTOAST INC	$220.35M	8,550,701	15.55%	-17.8%
4	BILLBILL HOLDINGS INC	$181.79M	3,454,823	12.83%	+46.4%
5	APPNAPPIAN CORP	$181.77M	5,890,304	12.82%	-
6	FNDFLOOR & DECOR HLDGS INC	$171.75M	1,727,731	12.12%	-3.1%
7	AFRMAFFIRM HLDGS INC	$62.22M	2,059,737	4.39%	-3.3%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
GLBEGLOBAL E ONLINE LTD	$245.78M	6,776,495	+95.7K	+1.4%
BILLBILL HOLDINGS INC	$181.79M	3,454,823	+1.10M	+46.4%

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