Abdiel Capital Advisors Q4 2022 holdings

$1.61 Billion is the total value of Abdiel Capital Advisors's 9 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .

 Value Shares↓ Weighting
HUBS BuyHUBSPOT INC$335,644
+52.5%
1,160,876
+42.5%
20.88%
+72.9%
GLBE BuyGLOBAL E ONLINE LTD$314,682
-22.2%
15,246,199
+0.8%
19.57%
-11.8%
APPN BuyAPPIAN CORPcl a$287,098
-15.6%
8,817,518
+5.9%
17.86%
-4.3%
SHOP SellSHOPIFY INCcla$163,963
+14.8%
4,723,788
-10.9%
10.20%
+30.1%
FND SellFLOOR & DECOR HLDGS INCcl a$163,420
-29.6%
2,346,983
-28.9%
10.16%
-20.2%
BILL SellBILL.COM HLDGS INC$140,284
-47.6%
1,287,480
-36.3%
8.73%
-40.5%
CRCT BuyCRICUT INC$137,996
+2.4%
14,886,303
+2.3%
8.58%
+16.1%
BuySAMSARA INC$41,700
+3.8%
3,354,802
+0.8%
2.59%
+17.7%
AFRM BuyAFFIRM HOLDINGS INC$22,842
-43.9%
2,362,132
+8.9%
1.42%
-36.4%

Filings

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

Signatures

The EDGAR filing(s) were signed by:

  • Colin T. Moran — Partner

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.

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EDGAR filings