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CIK: 0001578684
Total reported value
$51.8M
$51.8M
8 檔
1635.6%
The Q2 2025 SEC filing reveals that Abdiel Capital Advisors, LP held a total portfolio value of $51.8M, covering 8 public equity positions.
In Q2 2025, Abdiel Capital Advisors, LP adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HCA | Hca Healthcare Inc | Stock-Healthcare | 23.14% | -11.77% | +35.47% | |
| 2 | APPN | Appian Corp-a | Stock-Other | 21.53% | — | -24.21% | |
| 3 | TOST | Toast Inc-class A | Stock-Tech | 12.84% | — | -13.94% | |
| 4 | BILL | Bill Holdings Inc | Stock-Tech | 11.15% | — | -7.79% | |
| 5 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 10.53% | — | -9.16% | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 8.37% | — | — | |
| 7 | GLBE | Global-E Online Ltd. | Stock-Other | 6.24% | +1.57% | -13.82% | |
| 8 | AFRM | Affirm Holdings Inc | Stock-Financials | 6.20% | +9.35% | -13.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +8.4% | NEW | New buy |
| 2 | HCA | Hca Healthcare Inc | +6.2% | +35.47% | Add |
| 3 | AFRM | Affirm Holdings Inc | +1% | -13.82% | Trim |
| 4 | TOST | Toast Inc-class A | +0.5% | -13.94% | Trim |
| 5 | BILL | Bill Holdings Inc | -2.1% | -7.79% | Trim |
| 6 | GLBE | Global-E Online Ltd. | -2.3% | -13.82% | Trim |
| 7 | FND | Floor & Decor Holdings Inc-a | -3% | -9.16% | Trim |
| 8 | APPN | Appian Corp-a | -8.7% | -24.21% | Trim |
According to official SEC Form 13F filings, Abdiel Capital Advisors, LP reported a total U.S. public equity portfolio value of $51.8M across 8 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including HCA, APPN, TOST) accounted for 1635.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
UNH
市值: $89.5M
Top Position Liquidated / Trimmed
APPN
前期市值: $293.3M
During Q2 2025, Abdiel Capital Advisors, LP's top holdings by market value included HCA (23.1%)、APPN (21.5%)、TOST (12.8%). The largest single position, HCA, represented 23.1% of total portfolio value.
In Q2 2025, Abdiel Capital Advisors, LP made 8 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 6 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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