Abdiel Capital Advisors, LP
NEW YORK, NY
$52m in 5 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 11.8% of the portfolio this quarter.
Value
$52m
Stocks
5
Top 10 share
100.0%
Turnover
11.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Global-E OnlineGLBE20.2% of the fund-4%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| HCA HealthcareHCA | 56.6% | $29m | 75,137 | Held |
| Affirm HoldingsAFRM | 21.2% | $11m | 134,741 | Held |
| Global-E OnlineGLBE | 20.2% | $10m | 301,647 | -4% |
| NavanNAVN | 1.6% | $846,190 | 37,000 | Held |
| Global Business Travel GroupGBTG | 0.4% | $198,129 | 21,100 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 95.2% since 30 June 2025.
Where the money is
Health care56.6%
Technology21.9%
Financial services21.2%
Industrials0.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.