Q2 2025 · 13F-HR
Abdiel Capital Advisors, LPholdings as filed
Filed 2025-08-14 · accession 0000904454-25-000430
$1.07B
Reported value
8
Positions
2025-06-30
Period end
The Brief · Abdiel Capital Advisors, LP · Q2 2025
AI · grounded in 13F
Abdiel Capital Advisors, LP established a new position in HCA valued at $247.6M. The fund also initiated new stakes in APPN for $230.4M and TOST for $137.4M. Additional new positions include BILL at $119.3M, FND at $112.6M, and UNH at $89.5M. Total assets under management stand at $1.07B across eight positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 40412C101 | HCA | HCA HEALTHCARE INC | $247.6M | 23.1% | 646,222 | Common | SOLE |
| 03782L101 | APPN | APPIAN CORP | $230.4M | 21.5% | 7,715,335 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $137.4M | 12.8% | 3,101,915 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $119.3M | 11.2% | 2,579,611 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HOLDINGS INC | $112.6M | 10.5% | 1,482,936 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC. | $89.5M | 8.37% | 286,929 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $66.8M | 6.24% | 1,991,885 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $66.3M | 6.20% | 959,582 | 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.