13F Insight
DOSSIER · 13F-HR · Q2 2026

Abdiel Capital Advisors, LP

$52M in tracked AUM across 5 positions as of Q2 2026.

AC
CIK 0001578684 · last filed Jun 30, 2026
Total AUM
$52M
as of Q2 2026
Holdings
5
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Abdiel Capital Advisors, LP has reported a drastic transformation in its portfolio for the period ending September 30, 2025. The firm experienced a 69.1% reduction in total portfolio value, shrinking from approximately $1.07 billion to $330.51 million. This capital flight was driven almost entirely by active deleveraging and position liquidation rather than broad market depreciation, as the firm exited four major positions and significantly reduced three others. Consequen...

Key Holdings

The current portfolio is dominated by three "mega-positions," each representing roughly one-fifth to nearly one-half of the total assets.

  • HCA Healthcare (HCA): With a value of $147.60 million, HCA is the largest holding, accounting for 44.66% of the portfolio. Despite a reduction of 46.4% in share count (selling $99.97 million worth), it remains the anchor position.
  • Global E Online Ltd: This position represents 21.50% of the portfolio at $71.07 million. Notably, this stake remained essentially unchanged (only a 0.2% reduction) during the quarter, suggesting high conviction in the company relative to the rest of the portfolio.
  • Affirm Holdings (AFRM): Comprising 21.22% of the portfolio ($70.13 million), this financial services stock is nearly equal in weight to Global E Online. The stability of this position compared to the exited holdings implies it remains a core part of the firm's growth-oriented thesis.
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
HCA
HCA HEALTHCARE INC
$29M75K56.6%02
AFRM
AFFIRM HLDGS INC
$11M135K21.2%03
M5216V106
GLOBAL E ONLINE LTD
$10M302K20.2%04
NAVN
NAVAN INC
$846K37K1.6%05
GBTG
GLOBAL BUSINESS TRAVEL GROUP
$198K21K0.4%

Filing history

2026Q2Jun 30
$52M▼ 0.5%
5 positionsView →2026Q1Mar 31
$52M▼ 26.7%
5 positionsView →2025Q4Dec 31
$71M▼ 78.5%
7 positionsView →2025Q3Sep 30
$331M▼ 69.1%
6 positionsView →2025Q2Jun 30
$1.1B▲ 81.1%
8 positionsLocked2025Q1Mar 31
$591M▼ 63.6%
4 positionsLocked2024Q4Dec 31
$1.6B▼ 1.9%
7 positionsLocked2024Q3Sep 30
$1.7B▲ 16.7%
7 positionsLocked2024Q2Jun 30
$1.4B▼ 11.4%
7 positionsLocked2024Q1Mar 31
$1.6B▼ 16.8%
7 positionsLocked2023Q4Dec 31
$1.9B▼ 15.7%
8 positionsLocked2023Q3Sep 30
$2.3B▼ 13.3%
9 positionsLocked
Showing 12 of 42