Institutional
Abdiel Capital Advisors, LP
CIK 0001578684
$52.0M
Reported AUM
5
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Abdiel Capital Advisors, LP · Q1 2026
AI · grounded in 13F
Abdiel Capital Advisors, LP exited its position in APPN, reducing exposure by $8.8M. The fund also closed positions in CPNG and TBBB, totaling a combined reduction of $5.88M. To offset these exits, the fund established a new position in NAVN worth $489,880 and increased its holdings in HCA by 11.75%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HCA | HCA HEALTHCARE INC | $408.26 | -2.37% | 15.12% | 68.26% | $35.6M | 68.32% | — | HELD |
| 2 | GLBE | GLOBAL E ONLINE LTD | $40.26 | 3.50% | 28.13% | -49.01% | $9.7M | 18.65% | — | HELD |
| 3 | AFRM | AFFIRM HLDGS INC | $70.11 | -3.16% | 7.81% | -25.69% | $6.2M | 11.86% | — | HELD |
| 4 | NAVN | NAVAN INC | $26.56 | 0.80% | 31.00% | 59.14% | $490K | 0.94% | — | HELD |
| 5 | GBTG | GLOBAL BUSINESS TRAVEL GROUP | $9.42 | 0.00% | 54.68% | 66.43% | $118K | 0.23% | — | HELD |
Source: SEC EDGAR · accession 0001578684-26-000001. 13F discloses long positions only — shorts, foreign equities, and options are excluded.