CIK: 0001578684
Total reported value
$52.0M
Reporting period: 2026-03-31 · Number of holdings: 5
Abdiel Capital Advisors, LP disclosed 5 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $52.0M and a quarterly turnover rate of 45.9%.
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Abdiel Capital Advisors, LP's disclosed holdings carry a Herfindahl concentration index of 0.516 — mathematically equivalent to about 2 equally-sized positions, well below its 5 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.40), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 21.3 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Add HCA
+11.7% $4.2M
Trim AFRM
-6.5% -$4.5M
Trim GLBE
-11.8% -$4.3M
Add GBTG
+18.2% -$18.9K
Sold out APPN
Sold out CPNG
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HCA | Hca Healthcare INC | Stock-Healthcare | 68.32% | +24.08% | +11.75% | |
| 2 | GLBE | Global-E Online Ltd. | Stock-Other | 18.65% | -1.12% | -11.83% | |
| 3 | AFRM | Affirm Holdings INC | Stock-Financials | 11.86% | -3.25% | -6.46% | |
| 4 | NAVN | Navan Inc-cl A | Stock-Other | 0.94% | +0.94% | NEW | |
| 5 | GBTG | Global Business Travel Group | Stock-Other | 0.23% | +0.04% | +18.17% |
Performance for Q3 2026
-5%
Performance Last 4 Quarters
-11.1%
Based on 81% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 5 | $52.0M | 46 | |
| 2025-12-31 | 7 | $71.0M | 100 | |
| 2025-09-30 | 6 | $330.5M | 97 | |
| 2025-06-30 | 8 | $1.1B | 0 | |
| 2025-03-31 | 7 | $970.1M | 100 | |
| 2024-12-31 | 7 | $1.6B | 0 | |
| 2024-09-30 | 7 | $1.7B | 0 | |
| 2024-06-30 | 7 | $1.4B | 0 | |
| 2024-03-31 | 7 | $1.6B | 0 | |
| 2023-12-31 | 8 | $1.9B | 0 | |
| 2023-09-30 | 9 | $2.3B | 0 | |
| 2023-06-30 | 9 | $2.6B | 0 | |
| 2023-03-31 | 9 | $2.3B | 0 | |
| 2022-12-31 | 9 | $1.6B | 0 | |
| 2022-09-30 | 9 | $1.8B | 0 | |
| 2022-06-30 | 8 | $1.5B | 0 | |
| 2022-03-31 | 7 | $1.6B | 0 | |
| 2021-12-31 | 11 | $3.3B | 0 | |
| 2021-09-30 | 13 | $4.1B | 0 | |
| 2021-06-30 | 11 | $3.5B | 27 | |
| 2021-03-31 | 10 | $3.1B | 15 | |
| 2020-12-31 | 10 | $3.5B | 29 | |
| 2020-09-30 | 10 | $3.2B | 26 | |
| 2020-06-30 | 12 | $3.4B | 67 | |
| 2020-03-31 | 13 | $2.1B | 51 | |
| 2019-12-31 | 9 | $1.6B | 21 | |
| 2019-09-30 | 10 | $1.6B | 13 | |
| 2019-06-30 | 10 | $1.6B | 26 | |
| 2019-03-31 | 7 | $1.3B | 18 | |
| 2018-12-31 | 9 | $1.1B | 30 | |
| 2018-09-30 | 9 | $1.4B | 18 | |
| 2018-06-30 | 9 | $1.2B | 38 | |
| 2018-03-31 | 7 | $839.5M | 29 | |
| 2017-12-31 | 7 | $665.0M | 32 | |
| 2017-09-30 | 7 | $611.5M | 43 | |
| 2017-06-30 | 8 | $548.9M | 43 | |
| 2017-03-31 | 5 | $414.4M | 19 | |
| 2016-12-31 | 5 | $343.6M | 33 | |
| 2016-09-30 | 6 | $340.0M | 34 | |
| 2016-06-30 | 6 | $241.8M | 29 | |
| 2016-03-31 | 8 | $227.8M | 72 | |
| 2015-12-31 | 8 | $205.8M | 0 |
Abdiel Capital Advisors, LP's most significant position changes for 2026-03-31: Sold out: Appian Corp-a (APPN); Sold out: Coupang INC (CPNG); Sold out: BBB Foods Inc. (TBBB); New buy: Navan Inc-cl A (NAVN); Add: Hca Healthcare INC (HCA) — shares +11.75%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HCA | Hca Healthcare INC | +24.1% | +11.75% | Add |
| 2 | GBTG | Global Business Travel Group | 0% | +18.17% | Add |
| 3 | GLBE | Global-E Online Ltd. | -1.1% | -11.83% | Trim |
| 4 | AFRM | Affirm Holdings INC | -3.3% | -6.46% | Trim |
| 5 | APPN | Appian Corp-a | — | EXIT | Sold out |
| 6 | CPNG | Coupang INC | — | EXIT | Sold out |
| 7 | TBBB | BBB Foods Inc. | — | EXIT | Sold out |
| 8 | NAVN | Navan Inc-cl A | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | Amendment | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-13 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-14 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-12 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-10 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-12 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-12 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
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