Data as of Q4 2025 (Dec 31, 2025)

Abdiel Capital Advisors, LP

โ€ขCIK: 1578684โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

CPNG
COUPANG INC
NEW
6.0% of portfolio
โ€”
BBB FOODS INC
+19.8%
2.3% of portfolio
GBTG
GLOBAL BUSINESS TRAVEL GROUP
+4.8%
0.2% of portfolio

๐Ÿ“‰ Biggest Sells

HCA
HCA HEALTHCARE INC
-80.6%
44.2% of portfolio
GLBE
GLOBAL E ONLINE LTD
-82.0%
19.8% of portfolio
AFRM
AFFIRM HLDGS INC
-85.0%
15.1% of portfolio
APPN
APPIAN CORP
-81.2%
12.4% of portfolio

Sector Breakdown

Other100.0%

Changes from Q3 2025

NEW1 new position
โ†‘2 increased
โ†“4 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023