Abdiel Capital Advisors, LP

Portfolio Overview

Abdiel Capital Advisors, LP disclosed 5 positions worth $52.0M in its Form 13F-HR for Q1 2026, led by $HCA (HCA Healthcare, Inc.) at 68.3% of the equity portfolio, followed by $GLBE and $AFRM. During the quarter the fund opened 1 new position and exited 3 — including a new stake in $NAVN and a full exit from $APPN. The portfolio is most concentrated in Healthcare (68.3% of disclosed assets). All figures are sourced directly from Abdiel Capital Advisors, LP’s Form 13F-HR filing with the SEC under CIK 1578684.

• 

  HCA Healthcare, Inc.

  $HCA

  70.5#305

  Quality

  $35.6M75,137 sh
• 

  Global-E Online Ltd.

  $GLBE

  —

  Quality

  $9.7M314,615 sh
• 

  Affirm Holdings, Inc.

  $AFRM

  71.7#252

  Quality

  $6.2M134,741 sh
• 

  Navan, Inc.

  $NAVN

  —

  Quality

  $489.9K37,000 sh
• 

  Global Business Travel Group, Inc.

  $GBTG

  56.2

  Quality

  $117.7K21,100 sh

Company	Quality	Value	Shares
HCA Healthcare, Inc.$HCA	70.5#305	$35.6M	75,137
Global-E Online Ltd.$GLBE	—	$9.7M	314,615
Affirm Holdings, Inc.$AFRM	71.7#252	$6.2M	134,741
Navan, Inc.$NAVN	—	$489.9K	37,000
Global Business Travel Group, Inc.$GBTG	56.2	$117.7K	21,100

Showing top 5 of 5 holdings.

Full Holdings — Abdiel Capital Advisors, LP (Q1 2026)

All 5 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$HCA	HCA Healthcare, Inc.	$35.6M	68.3%	+12%	70.5
2	$GLBE	Global-E Online Ltd.	$9.7M	18.6%	-12%	—
3	$AFRM	Affirm Holdings, Inc.	$6.2M	11.9%	-6%	71.7
4	$NAVN	Navan, Inc.	$489,880	0.9%	NEW	—
5	$GBTG	Global Business Travel Group, Inc.	$117,738	0.2%	+18%	56.2