StockDriftsStockDriftsTop 5 Abdiel Capital Advisors LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HCA | HCA HEALTHCARE INC | 56.55% | 75.1K | $29.3M | +0.00%(+0) | $347.65(+16.41%) | 2026-06-30 | |
| AFRM | AFFIRM HLDGS INC | 21.21% | 134.7K | $11.0M | +0.00%(+0) | $55.29(+41.70%) | 2026-06-30 | |
| GLBE | GLOBAL E ONLINE LTD | 20.22% | 301.6K | $10.5M | -4.12%(-12.97K) | $47.98(-11.71%) | 2026-06-30 | |
| NAVN | NAVAN INC | 1.63% | 37.0K | $846K | +0.00%(+0) | $15.16(+92.97%) | 2026-06-30 | |
| GBTG | GLOBAL BUSINESS TRAVEL GROUP | 0.38% | 21.1K | $198K | +0.00%(+0) | $7.13(+32.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -3.76% | -10.86% | -13.88% | -52.62% |
| Top 20 Holdings Unweighted | +14.39% | +49.69% | -3.80% | -17.61% |
Abdiel Capital Advisors LP reports $51.80M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are HCA (56.5%), AFRM (21.2%) and GLBE (20.2%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned -10.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Abdiel Capital Advisors LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1578684). View Abdiel Capital Advisors LP’s 13F filings on SEC