Abdiel Capital Advisors - Q3 2022 holdings

$1.82 Billion is the total value of Abdiel Capital Advisors's 9 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 12.5% .

 Value Shares↓ Weighting
GLBE BuyGLOBAL E ONLINE LTD$404,595,000
+35.4%
15,119,399
+2.0%
22.20%
+10.2%
APPN  APPIAN CORPcl a$340,037,000
-13.8%
8,328,1180.0%18.66%
-29.8%
BILL BuyBILL.COM HLDGS INC$267,515,000
+22.4%
2,020,962
+1.7%
14.68%
-0.3%
FND SellFLOOR & DECOR HLDGS INCcl a$232,055,000
-15.2%
3,302,804
-24.0%
12.73%
-31.0%
HUBS NewHUBSPOT INC$220,041,000814,604
+100.0%
12.07%
SHOP BuySHOPIFY INCcla$142,842,000
+6.4%
5,302,212
+23.4%
7.84%
-13.3%
CRCT  CRICUT INC$134,718,000
+50.8%
14,548,4340.0%7.39%
+22.8%
AFRM BuyAFFIRM HOLDINGS INC$40,691,000
+5.6%
2,169,032
+1.7%
2.23%
-14.0%
BuySAMSARA INC$40,156,000
+9.8%
3,326,902
+1.7%
2.20%
-10.6%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-11-14
Signatures

The EDGAR filing(s) were signed by:

About Abdiel Capital Advisors

Abdiel Capital Advisors is a hedge fund that was founded in 2013 by Colin Moran, who serves as the firm's Chief Investment Officer. The firm is based in San Francisco and manages approximately $1.5 billion in assets. Abdiel Capital Advisors is known for its concentrated portfolio of long-term investments in technology and consumer companies.

The firm's investment philosophy is centered around finding companies with strong competitive advantages, high growth potential, and attractive valuations. Abdiel Capital Advisors takes a long-term approach to investing and is willing to hold positions for several years.

In addition to Colin Moran, Abdiel Capital Advisors has a team of experienced professionals, including Chief Operating Officer, Michael Rothenberg, and Senior Analyst, David Lee. The team's expertise in technology and consumer industries has helped the firm achieve impressive returns for its investors.

Abdiel Capital Advisors has been recognized for its strong performance, including being named to Forbes' 2020 list of America's Best Mid-Size Hedge Funds. However, it's important to note that past performance is not indicative of future results, and investors should always conduct their own due diligence before making any investment decisions.

Overall, Abdiel Capital Advisors is a reputable hedge fund with a strong track record of success. Investors interested in the technology and consumer sectors may want to consider adding the firm to their portfolio.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SHOPIFY INC31Q3 202342.5%
APPIAN CORP26Q3 202328.1%
AXON ENTERPRISE INC19Q4 202122.7%
ALTERYX INC18Q3 202128.0%
MIMECAST LTD17Q1 202022.9%
BILL HOLDINGS INC16Q3 202314.9%
FLOOR & DECOR HLDGS INC15Q3 202321.4%
FASTLY INC11Q4 202128.0%
ZOOM VIDEO COMMUNICATIONS INC11Q4 202110.1%
STURM RUGER & CO INC10Q1 201830.3%

View Abdiel Capital Advisors's complete holdings history.

Latest significant ownerships (13-D/G)
Abdiel Capital Advisors Q3 2022 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
NATIONAL RESEARCH CORPJune 10, 2013188,307-

View Abdiel Capital Advisors's complete significant-ownership history.

Latest filings
TypeFiled
42024-02-23
42024-02-23
13F-HR2024-02-14
42024-01-11
42024-01-04
42023-12-19
42023-12-14
42023-12-05
42023-11-24
13F-HR2023-11-14

View Abdiel Capital Advisors's complete filings history.

Compare quarters

Export Abdiel Capital Advisors's holdings