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Livermore
Livermore
ZHEN

Abdiel Capital Advisors, LP

SEC CIK
0001578684
Latest filing
Aug 14, 2026

The latest 13F from Abdiel Capital Advisors, LP covers Q2 2026 (filed Aug 14, 2026): 5 long positions worth $51.8M. The top 10 holdings make up 100.0% of the portfolio, and the largest is HCA Healthcare, Inc. (HCA) at 56.6%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
0
Reduced
1
Est. −$450.4K
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. HCAHCA Healthcare, Inc.
    56.6%$29.3MHistory
  2. AFRMAffirm Holdings, Inc.
    21.2%$11.0MHistory
  3. GLBEGlobal-E Online Ltd.
    20.2%$10.5MHistory
  4. NAVNNavan, Inc.
    1.6%$846.2KHistory
  5. GBTGGlobal Business Travel Group, Inc.
    0.4%$198.1KHistory

Share of portfolio

Each position's share of portfolio value

  1. HCA56.6%
  2. AFRM21.2%
  3. GLBE20.2%
  4. NAVN1.6%
  5. GBTG0.4%

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. GLBEGlobal-E Online Ltd.
    −$450.4KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

None this quarter.

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$51.8M
−$241.3K (−0.5%) vs. prior quarter
Positions
5
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
11.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $4.06B (Q3 2021)

Q1 2021: $3.11BQ2 2021: $3.47BQ3 2021: $4.06BQ4 2021: $3.27BQ1 2022: $1.62BQ2 2022: $1.48BQ3 2022: $1.82BQ4 2022: $1.61BQ1 2023: $2.28BQ2 2023: $2.63BQ3 2023: $2.28BQ4 2023: $1.92BQ1 2024: $1.60BQ2 2024: $1.42BQ3 2024: $1.65BQ4 2024: $1.62BQ1 2025: $970.1MQ2 2025: $1.07BQ3 2025: $330.5MQ4 2025: $71.0MQ1 2026: $52.0MQ2 2026: $51.8M
Q1 2021Q2 2026
13F filings of Abdiel Capital Advisors, LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 20265$51.8MHCAAFRMGLBEvs. Q1 2026SEC
Q1 2026May 15, 20265$52.0MHCAGLBEAFRMvs. Q4 2025SEC
Q4 2025Feb 17, 20267$71.0MHCAGLBEAFRMvs. Q3 2025SEC
Q3 2025Nov 14, 20256$330.5MHCAGLBEAFRMvs. Q2 2025SEC
Q2 2025Aug 14, 20258$1.07BHCAAPPNTOSTvs. Q1 2025SEC
Q1 2025May 15, 20257$970.1MAPPNHCAFNDvs. Q4 2024SEC
Q4 2024Feb 14, 20257$1.62BBILLAPPNGLBEvs. Q3 2024SEC
Q3 2024Nov 14, 20247$1.65BAPPNBILLHUBSvs. Q2 2024SEC
Q2 2024Aug 14, 20247$1.42BHUBSGLBETOSTvs. Q1 2024SEC
Q1 2024May 15, 20247$1.60BHUBSTOSTGLBEvs. Q4 2023SEC
Q4 2023Feb 14, 20248$1.92BHUBSGLBEAPPNvs. Q3 2023SEC
Q3 2023Nov 14, 20239$2.28BHUBSGLBEAPPNvs. Q2 2023SEC
Q2 2023Aug 14, 20239$2.63BHUBSGLBEAPPNvs. Q1 2023SEC
Q1 2023May 15, 20239$2.28BHUBSGLBEAPPNvs. Q4 2022SEC
Q4 2022Feb 14, 20239$1.61BHUBSGLBEAPPNvs. Q3 2022SEC
Q3 2022Nov 14, 20229$1.82BGLBEAPPNBILLvs. Q2 2022SEC
Q2 2022Aug 15, 20228$1.48BAPPNGLBEFNDvs. Q1 2022SEC
Q1 2022May 16, 20227$1.62BAPPNFNDGLBEvs. Q4 2021SEC
Q4 2021Feb 14, 202211$3.27BFNDFSLYGLBEvs. Q3 2021SEC
Q3 2021Nov 15, 202113$4.06BBILLFNDAPPNvs. Q2 2021SEC
Q2 2021Aug 16, 202111$3.47BAPPNFSLYFNDvs. Q1 2021SEC
Q1 2021May 17, 202110$3.11BFSLYAPPNFND–SEC

13D and 13G filings

Companies where Abdiel Capital Advisors, LP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where Abdiel Capital Advisors, LP owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
RYESRise Gold Corp.13G19.99%26.4M sharesNewOct 31, 20251 filingOct 31, 2025SEC

Latest filings

10 filings on file made by Abdiel Capital Advisors, LP or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Abdiel Capital Advisors, LP
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
RYESRise Gold Corp.Oct 31, 20257:36 PM ETAbdiel Capital Advisors, LPand 5 others13G19.99%26.4M sharesNewOct 24, 2025SEC
APPNAppian CorpAug 27, 20259:40 PM ETAbdiel Qualified Master Fund LPand 5 others13D/A4.90%2.11M shares−1.70 ppfrom 6.60%Below 5%Aug 27, 2025SEC
APPNAppian CorpAug 14, 20259:00 PM ETAbdiel Qualified Master Fund LPand 5 others13D/A6.60%2.81M shares−3.30 ppfrom 9.90%Aug 12, 2025SEC
APPNAppian CorpAug 11, 20258:05 PM ETAbdiel Qualified Master Fund LPand 5 others13D/A9.90%4.24M shares−3.30 ppfrom 13.20%Aug 7, 2025SEC
APPNAppian CorpJul 25, 20257:16 PM ETAbdiel Qualified Master Fund LPand 5 others13D/A13.20%5.69M shares−1.70 ppfrom 14.90%Jul 23, 2025SEC
APPNAppian CorpJul 22, 20259:57 PM ETAbdiel Qualified Master Fund LPand 5 others13D/A14.90%6.44M shares−1.40 ppfrom 16.30%Jul 18, 2025SEC
APPNAppian CorpJul 9, 20259:16 PM ETAbdiel Qualified Master Fund LPand 5 others13D/A16.30%7.03M shares−1.70 ppfrom 18.00%Jul 7, 2025SEC
APPNAppian CorpJun 10, 20257:06 PM ETAbdiel Qualified Master Fund LPand 5 others13D/A18.00%7.75M shares−1.50 ppfrom 19.50%Jun 6, 2025SEC
APPNAppian CorpJun 3, 20259:00 PM ETAbdiel Qualified Master Fund LPand 5 others13D/A19.50%8.43M shares−1.80 ppfrom 21.30%May 30, 2025SEC
APPNAppian CorpMay 20, 20259:31 PM ETAbdiel Qualified Master Fund LPand 5 others13D/A21.30%9.20M shares−1.40 ppfrom 22.70%May 16, 2025SEC