2026 Q2 Portfolio Activity
In 2026 Q2, Abdiel Capital Advisors, LP maintained a portfolio of 5 distinct positions.
Position History
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Total Positions
5
Quarter
2026 Q2
Top Holding
HCA (56.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Abdiel Capital Advisors, LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
HCA
HCA HEALTHCARE ...
|
Healthcare | 56.55% | 68.32% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
75,137 | $29,295,165 |
$353.95
+21.3%
|
2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
AFRM
AFFIRM HLDGS IN...
|
Financial Services | 21.21% | 11.86% |
#2
1
Prev: #3
|
6.5 |
—
|
no change | no change |
P
S
|
134,741 | $10,988,129 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLBE
GLOBAL E ONLINE...
|
Consumer Cyclical | 20.22% | 18.65% |
#3
1
Prev: #2
|
5.5 |
—
|
-12,968 | -4.1% |
P
S
|
301,647 | $10,476,200 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NAVN
NAVAN INC
|
Technology | 1.63% | 0.94% |
#4
Prev: #4
|
2.2 |
—
|
no change | no change |
P
S
|
37,000 | $846,190 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GBTG
GLOBAL BUSINESS...
|
Consumer Cyclical | 0.38% | 0.23% |
#5
Prev: #5
|
1.7 |
—
|
no change | no change |
P
S
|
21,100 | $198,129 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-5 of 5 holdings