Abdiel Capital Advisors, LP
โขCIK: 1578684โขFiling: Q4 2025
**Abdiel Capital Advisors, LP** manages $71M across a concentrated portfolio of seven positions. The fund exhibits significant conviction in healthcare and technology, with its largest holding in HCA accounting for $31.4M. Further substantial allocations include IVZ at $14.0M and AFRM at $10.7M, indicating a focused, sector-specific investment mandate. This structure suggests a tactical approach targeting high-conviction opportunities within key growth sectors.
Total AUM
$71.0M
QoQ Performance
-78.5%
Positions
7
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
HCA
GLBE
AFRM
APPN
CPNG
HCA44.2%
GLBE19.8%
AFRM15.1%
APPN12.4%
CPNG6.0%
BBB2.3%
GBTG0.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other100.0%
Changes from Q3 2025
NEW1 new position
โ2 increased
โ4 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023