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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.

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

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+38.9%
SERVICES-GENERAL MEDICAL & SURGICAL HOSPITALS, NEC
+23.1%
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
+12.8%
RETAIL-LUMBER & OTHER BUILDING MATERIALS DEALERS
+10.5%
HOSPITAL & MEDICAL SERVICE PLANS
+8.4%

Investment Team (5)

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
Duncan Sahner
Duncan Sahner
PartnerNew York, NY , United States