Abdiel Capital Advisors, LP
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.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HCA | HCA HEALTHCARE INC | 23.14% | $247.6M | 646,222 | $355.38 | $383.10 | +$82.7M |
A APPN | APPIAN CORP | 21.53% | $230.4M | 7,715,335 | $35.30 | $29.86 | -$62.9M |
T TOST | TOAST INC | 12.84% | $137.4M | 3,101,915 | $17.76 | $44.29 | +$17.8M |
B BILL | BILL HOLDINGS INC | 11.15% | $119.3M | 2,579,611 | $65.87 | $46.26 | -$9.1M |
F FND | FLOOR & DECOR HOLDINGS INC | 10.53% | $112.6M | 1,482,936 | $39.77 | $75.96 | -$18.7M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
| Managing Partner | New York, NY , United States | ||
| Analyst, Partner | New York, NY , United States | ||
G Geoff Gentile | Managing Partner | United States | |
| Analyst | New York, NY , United States | ||
| Partner | New York, NY , United States |