2026 Q1 Portfolio Activity
In 2026 Q1, Abdiel Capital Advisors, LP maintained a portfolio of 8 distinct positions. The most significant new addition was NAVAN INC, now representing 0.94% of the total fund value. They heavily accumulated shares in HCA HEALTHCARE INC, increasing the position by 11.7%. Conversely, Abdiel Capital Advisors, LP completely exited their position in APPIAN CORP.
Position History
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Total Positions
8
Quarter
2026 Q1
Top Holding
HCA (68.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Abdiel Capital Advisors, LP Full Holdings List — 2026 Q1
| 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 | 68.32% | 44.24% |
#1
Prev: #1
|
8.0 |
—
|
7,899 | 11.7% |
P
S
|
75,137 | $35,557,834 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GLBE
GLOBAL E ONLINE...
|
Consumer Cyclical | 18.65% | 19.77% |
#2
Prev: #2
|
6.0 |
—
|
-42,215 | -11.8% |
P
S
|
314,615 | $9,705,873 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AFRM
AFFIRM HLDGS IN...
|
Financial Services | 11.86% | 15.11% |
#3
Prev: #3
|
5.5 |
—
|
-9,305 | -6.5% |
P
S
|
134,741 | $6,173,833 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NAVN
NAVAN INC
|
Technology | 0.94% | — |
#4
Prev: #—
|
4.4 |
—
|
37,000 | — |
NEW
|
37,000 | $489,880 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GBTG
GLOBAL BUSINESS...
|
Consumer Cyclical | 0.23% | 0.19% |
#5
2
Prev: #7
|
2.6 |
—
|
3,244 | 18.2% |
P
S
|
21,100 | $117,738 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TBBB
BBB FOODS INC
|
Consumer Defensive | 0.00% | 2.28% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-48,420 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 0.00% | 6.02% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-180,974 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APPN
APPIAN CORP
|
Technology | 0.00% | 12.40% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-248,450 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-8 of 8 holdings