Abdiel Capital Advisors, LP Q1 2025 13F Holdings & Portfolio | SmartMoneyDB

Abdiel Capital Advisors, LP

NEW YORK, NY · CIK 0001578684

Portfolio Value: $970.13M

Positions: 7

Period: 2025-03-31

Filed: 2025-05-15

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

Portfolio Value

$970.13M

Positions

New

Increased

Decreased

Sold Out

Abdiel Capital Advisors, LP Q1 2025 13F Filing Summary

Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $970.13M across 7 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: APPN$293.27M·HCA$164.83M·FND$131.37M·BILL$128.38M·TOST$119.56M

+1 new5 reduced1 exits

Holdings Heatmap

APPN30.2% · $293.27M HCA17.0% · $164.83MNew FND13.5%-5.5%BILL13.2%-44.9%TOST12.3%-5.9%GLBE8.5%-41.0%

AFRM5.2% · $50.32M-45.9%

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

Largest Trades This Quarter

New Positions1

Largest Reductions5

FLOOR & DECOR HOLDINGS INC

Exits1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	APPNAPPIAN CORP	$293.27M	10,179,538	30.23%	-
2	HCAHCA HEALTHCARE INC	$164.83M	477,021	16.99%	New
3	FNDFLOOR & DECOR HOLDINGS INC	$131.37M	1,632,481	13.54%	-5.5%
4	BILLBILL HOLDINGS INC	$128.38M	2,797,625	13.23%	-44.9%
5	TOSTTOAST INC	$119.56M	3,604,479	12.32%	-5.9%
6	GLBEGLOBAL E ONLINE LTD	$82.39M	2,311,201	8.49%	-41.0%
7	AFRMAFFIRM HLDGS INC	$50.32M	1,113,427	5.19%	-45.9%

Position Changes

Stock	Value	Shares
HCAHCA HEALTHCARE INC	$164.83M	477,021

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