Abdiel Capital Advisors, LP Portfolio Holdings
Q2 2025•8 long positions•$1.1B portfolio value
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Holding8 | Sector | Position↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|
1  HCA Healthcare HCA | Medical - Care Facilities Healthcare | $247.6M 23.14% | 0.269% 646.2K shares | 477.0K → 646.2K +$64.8M | +35.47% | $91.2B Large Cap | Q1 2025 Held for 7 months |
2  Appian Corporation APPN | Software - Infrastructure Technology | $230.4M 21.53% | 10.39% 7.7M shares | 10.2M → 7.7M −$73.6M | -24.21% | $2.1B Mid Cap | Q2 2017 Held for 8y 4m |
3  Toast TOST | Software - Infrastructure Technology | $137.4M 12.84% | 0.536% 3.1M shares | 3.6M → 3.1M −$22.3M | -13.94% | $25.8B Large Cap | Q1 2023 Held for 2y 7m |
4  BILL Holdings BILL | Software - Application Technology | $119.3M 11.15% | 2.5% 2.6M shares | 2.8M → 2.6M −$10.1M | -7.79% | $4.7B Mid Cap | Q4 2019 Held for 5y 10m |
5  Floor & Decor FND | Home Improvement Consumer Cyclical | $112.6M 10.53% | 1.38% 1.5M shares | 1.6M → 1.5M −$11.4M | -9.16% | $8.3B Mid Cap | Q1 2020 Held for 5y 7m |
6  UnitedHealth Group UNH | Medical - Healthcare Plans Healthcare | $89.5M 8.37% | 0.032% 286.9K shares | 0 → 286.9K +$89.5M | New | $277.24B Mega Cap | Q2 2025 Held for 4 months |
7  Global-E Online GLBE | Specialty Retail Consumer Cyclical | $66.8M 6.24% | 1.17% 2.0M shares | 2.3M → 2.0M −$10.7M | -13.82% | $5.5B Mid Cap | Q3 2021 Held for 4y 1m |
8  Affirm Holdings, Inc. AFRM | Software - Infrastructure Technology | $66.3M 6.2% | 0.297% 959.6K shares | 1.1M → 959.6K −$10.6M | -13.82% | $21.2B Large Cap | Q2 2021 Held for 4y 4m |