— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Abdiel Capital Advisors, LP

Q4 2025 · Filed 2026-02-17
Market Value
$69M
-78.9%
Holdings
6
-3
New Purchases
1
Added To
1
Closed
0
Reduced
4
Top 10 Concentration
100.0%
Turnover
16.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CPNG 6.16% 0.00% +6.16% $4M
HCA 45.27% 44.81% +0.46% $31M
APPN 12.69% 12.29% +0.40% $9M
GBTG 0.20% 0.04% +0.16% $137K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AFRM 15.46% 21.29% -5.83% $11M
GLBE 20.23% 21.57% -1.35% $14M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $46M 66.9%
Mid Cap 2 $14M 20.4%
Small Cap 1 $9M 12.7%

Portfolio Analytics

Avg Market Cap
$25.0B
Median Market Cap
$13.5B
Avg P/E
42.5
Median P/E
49.8
Avg Dividend Yield
0.00%
Avg Beta
1.49
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HCA 45.27% 67,238 $31M $466.86 -$116M -279,084 -80.6%
2 GLBE 20.23% 356,830 $14M $39.31 -$57M -1,630,555 -82.0%
3 AFRM 15.46% 144,046 $11M $74.43 -$59M -815,536 -85.0%
4 APPN 12.69% 248,450 $9M $35.42 -$32M -1,075,738 -81.2%
5 CPNG 6.16% 180,974 $4M $23.59 +180,974 NEW
6 GBTG 0.20% 17,856 $137K $7.65 -$1K +815 +4.8%

New Positions

SymbolValue% Port
CPNG $4M 6.16%
View SEC EDGAR Filings for Abdiel Capital Advisors, LP →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms