Abdiel Capital Advisors, LP Q3 2025 13F Holdings & Portfolio | SmartMoneyDB

Abdiel Capital Advisors, LP

NEW YORK, NY · CIK 0001578684

Portfolio Value: $330.51M

Positions: 6

Period: 2025-09-30

Filed: 2025-11-14

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

Portfolio Value

$330.51M

Positions

New

Increased

Decreased

Sold Out

Abdiel Capital Advisors, LP Q3 2025 13F Filing Summary

Abdiel Capital Advisors, LP (NEW YORK, NY) reported a portfolio value of $330.51M across 6 positions in their Q3 2025 SEC 13F filing (period ending 2025-09-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: HCA$147.60M·GLBE$71.07M·AFRM$70.13M·APPN$40.48M·TBBB$1.09M

+2 new3 reduced4 exits

Holdings Heatmap

HCA44.7% · $147.60M-46.4%GLBE21.5% · $71.07M-0.2%AFRM21.2% · $70.13M APPN12.2%-82.8%

TBBB0.3% · $1.09MNew GBTG0.0%New

Top 6 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions2

GLOBAL BUSINESS TRAVEL GROUP

Largest Reductions3

Exits4

FLOOR & DECOR HOLDINGS INC

UNITEDHEALTH GROUP INC.

Sold

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	HCAHCA HEALTHCARE INC	$147.60M	346,322	44.66%	-46.4%
2	GLBEGLOBAL E ONLINE LTD	$71.07M	1,987,385	21.50%	-0.2%
3	AFRMAFFIRM HLDGS INC	$70.13M	959,582	21.22%	-
4	APPNAPPIAN CORP	$40.48M	1,324,188	12.25%	-82.8%
5	TBBBBBB FOODS INC	$1.09M	40,420	0.33%	New
6	GBTGGLOBAL BUSINESS TRAVEL GROUP	$137.69K	17,041	0.04%	New

Position Changes

Stock	Value	Shares
TBBBBBB FOODS INC	$1.09M	40,420
GBTGGLOBAL BUSINESS TRAVEL GROUP	$137.69K	17,041

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