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Abdiel Capital Advisors, LP

CIK:0001578684
Hedge Fund
$3B AUM
8 holdings
New York, NY, United States
Founded:2006
18 employees
Latest filing:Jun 30, 2025

Abdiel Capital Advisors, LP is a hedge fund based in New York, NY, United States. Founded in 2006, the firm manages concentrated portfolios and primarily serves institutional investors. The team is comparatively small, employing around 18 people, with a primary focus on high-conviction growth investing.

Investment Strategy

Abdiel Capital Advisors, LP runs a concentrated, long-biased equity strategy focused on high-growth companies, primarily in the technology sector. The firm seeks to identify businesses with strong competitive advantages and long-term growth potential. Abdiel typically makes a limited number of investments, demonstrating a high level of conviction and a willingness to hold positions for extended periods to realize value from secular growth trends.

Latest 13F Filing Activity

Abdiel Capital Advisors, LP filed their most recent 13F report on Jun 30, 2025 disclosing 8 equity positions with a total 13F market value of $1B. The fund increased holdings in Unitedhealth Group Inc., Hca Healthcare Inc., Toast Inc. among other positions. Abdiel Capital Advisors, LP reduced exposure to Appian Corp., Floor & Decor Holdings Inc., Global E Online LTD among others.

Top Buys
U
UNHUNITEDHEALTH GROUP INC.
+$89.5M
H
HCAHCA HEALTHCARE INC
+$82.7M
A
APPNAPPIAN CORP
-$62.9M
F
FNDFLOOR & DECOR HOLDINGS INC
-$18.7M
T
TOSTTOAST INC
+$17.8M
Top Sells
U
UNHUNITEDHEALTH GROUP INC.
+$89.5M
H
HCAHCA HEALTHCARE INC
+$82.7M
A
APPNAPPIAN CORP
-$62.9M
F
FNDFLOOR & DECOR HOLDINGS INC
-$18.7M
T
TOSTTOAST INC
+$17.8M

Top Holdings

H
HCAHCA HEALTHCARE INC
+23.1%$247.6M
A
APPNAPPIAN CORP
+21.5%$230.4M
T
TOSTTOAST INC
+12.8%$137.4M
B
BILLBILL HOLDINGS INC
+11.2%$119.3M
F
FNDFLOOR & DECOR HOLDINGS INC
+10.5%$112.6M

Equity Positions (8)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
HCA HEALTHCARE INC23.14%$247.6M646,222$355.38$383.10+$82.7M
APPIAN CORP21.53%$230.4M7,715,335$35.30$29.86-$62.9M
TOAST INC12.84%$137.4M3,101,915$17.76$44.29+$17.8M
BILL HOLDINGS INC11.15%$119.3M2,579,611$65.87$46.26-$9.1M
FLOOR & DECOR HOLDINGS INC10.53%$112.6M1,482,936$39.77$75.96-$18.7M

Industry Allocation

SERVICES-GENERAL MEDICAL & SURGICAL HOSPITALS, NEC
+44.7%
SERVICES-PREPACKAGED SOFTWARE
+33.8%
PERSONAL CREDIT INSTITUTIONS
+21.2%
RETAIL-GROCERY STORES
+0.3%
TRANSPORTATION SERVICES
+0.0%

Investment Team (8)

NameRoleLocationLinkedIn
Colin Moran
Colin Moran
Managing PartnerNew York, NY , United States
David Chi
David Chi
Analyst, PartnerNew York, NY , United States
G
Geoff Gentile
Managing PartnerUnited States
Natalie Dabkowski
Natalie Dabkowski
AnalystNew York, NY , United States
Ashwin Krishnaswamy
Ashwin Krishnaswamy
Summer AnalystLake Forest, IL , United States
D
Daniel Y
AnalystUnited States
D
David Escamilla
AnalystDallas, TX , United States
Duncan Sahner
Duncan Sahner
PartnerNew York, NY , United States