Abdiel Capital Advisors, LP
Hedge Fund • Long/Short
Abdiel Capital Advisors, LP is a Long/Short Hedge Fund based in New York, NY led by Geoffrey Michael Gentile, reporting $3.4B in AUM as of Q2 2025 with 52% Technology concentration, with only 8 positions, 23% allocation to HCA, and 52% technology allocation.
Managing PartnerGeoffrey Michael Gentile
- Portfolio Value
- $1.1B
- Positions
- 8
- Top Holding
- HCA at 23.14%
- Last Reported
- Q2 2025
Top Holdings
Largest long holdings in Abdiel Capital Advisors, LP's portfolio (100% of total portfolio)
| Holding | Sector | Market Value | Weight | Ownership |
|---|---|---|---|---|
1  HCA Healthcare HCA | Medical - Care Facilities Healthcare | $247.6M | 23.14% | 0.27% 646.2K shares |
2  Appian Corporation APPN | Software - Infrastructure Technology | $230.4M | 21.53% | 10.39% 7.7M shares |
3  Toast TOST | Software - Infrastructure Technology | $137.4M | 12.84% | 0.54% 3.1M shares |
4  BILL Holdings BILL | Software - Application Technology | $119.3M | 11.15% | 2.50% 2.6M shares |
5  Floor & Decor FND | Home Improvement Consumer Cyclical | $112.6M | 10.53% | 1.38% 1.5M shares |
6  UnitedHealth Group UNH | Medical - Healthcare Plans Healthcare | $89.5M | 8.37% | 0.03% 286.9K shares |
7  Global-E Online GLBE | Specialty Retail Consumer Cyclical | $66.8M | 6.24% | 1.17% 2.0M shares |
8  Affirm Holdings, Inc. AFRM | Software - Infrastructure Technology | $66.3M | 6.20% | 0.30% 959.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Abdiel Capital Advisors, LP's latest filing
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
1 UnitedHealth Group UNH | New |
2 HCA Healthcare HCA | +35.47% |
Decreased Positions
| Position | Shares Δ |
|---|---|
1 Appian Corporation APPN | -24.21% |
2 Toast TOST | -13.94% |
3 Affirm Holdings, Inc. AFRM | -13.82% |
4 Global-E Online GLBE | -13.82% |
5 Floor & Decor FND | -9.16% |
Analytics
Portfolio insights and performance metrics for Abdiel Capital Advisors, LP