Abdiel Capital Advisors, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GLOBAL E ONLINE LTD | 1,991,885 | 1,987,385 | -4,500 | 66,807,823 | 71,068,888 | 21.50% | +4,261,065 |
| AFFIRM HLDGS INC(AFRM) | 959,582 | 959,582 | 0 | 66,345,499 | 70,126,253 | 21.22% | +3,780,754 |
| BBB FOODS INC(TBBB) | 0 | 40,420 | +40,420 | 0 | 1,089,723 | 0.33% | +1,089,723 |
| GLOBAL BUSINESS TRAVEL GROUP(GBTG) | 0 | 17,041 | +17,041 | 0 | 137,691 | 0.04% | +137,691 |
| UNITEDHEALTH GROUP INC.(UNH) | 286,929 | 0 | -286,929 | 89,513,240 | 0 | — | -89,513,240 |
| HCA HEALTHCARE INC(HCA) | 646,222 | 346,322 | -299,900 | 247,567,648 | 147,602,436 | 44.66% | -99,965,212 |
| FLOOR & DECOR HOLDINGS INC(FND) | 1,482,936 | 0 | -1,482,936 | 112,643,819 | 0 | — | -112,643,819 |
| BILL HOLDINGS INC | 2,579,611 | 0 | -2,579,611 | 119,332,805 | 0 | — | -119,332,805 |
| TOAST INC(TOST) | 3,101,915 | 0 | -3,101,915 | 137,383,815 | 0 | — | -137,383,815 |
| APPIAN CORP(APPN) | 7,715,335 | 1,324,188 | -6,391,147 | 230,379,903 | 40,480,427 | 12.25% | -189,899,476 |