Q3 2025 · 13F-HR
Abdiel Capital Advisors, LPholdings as filed
Filed 2025-11-14 · accession 0000904454-25-000605
$330.5M
Reported value
6
Positions
2025-09-30
Period end
The Brief · Abdiel Capital Advisors, LP · Q3 2025
AI · grounded in 13F
Abdiel Capital Advisors, LP established a new position in HCA valued at $147.6M. The fund also initiated new stakes in GLBE for $71.1M and AFRM for $70.1M. Additional new positions include APPN, TBBB, and GBTG.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 40412C101 | HCA | HCA HEALTHCARE INC | $147.6M | 44.7% | 346,322 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $71.1M | 21.5% | 1,987,385 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $70.1M | 21.2% | 959,582 | Common | SOLE |
| 03782L101 | APPN | APPIAN CORP | $40.5M | 12.2% | 1,324,188 | Common | SOLE |
| G0896C103 | TBBB | BBB FOODS INC | $1.1M | 0.33% | 40,420 | Common | SOLE |
| 37890B100 | GBTG | GLOBAL BUSINESS TRAVEL GROUP | $137,691 | 0.04% | 17,041 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.