Abdiel Capital Advisors, LP Q2 2022 vs. Q3 2022 13F Holdings

Abdiel Capital Advisors, LP manages a diverse portfolio of assets for its clients. In the second quarter of 2022, the firm made several changes to its 13F holdings, as compared to the third quarter of the same year. This article will provide a comprehensive comparison of Abdiel Capital Advisors' 13F holdings for Q2 2022 and Q3 2022.

The firm's holdings of GLOBAL E ONLINE LTD (GLBE) increased by 2% in Q3 2022, compared to the previous quarter. The number of shares held by the firm increased from 14,816,911 in Q2 2022 to 15,119,399 in Q3 2022, representing an increase of 302,488 shares. The value of the firm's holdings in GLBE also increased significantly, with the market value rising from $298,857 in Q2 2022 to $404,595 in Q3 2022, representing a 35% increase.

Appian Corp (APPN) is another significant holding of Abdiel Capital Advisors. The firm held a constant number of shares in APPN between Q2 2022 and Q3 2022, with 8,328,118 shares in both quarters. However, the value of the firm's holdings in APPN decreased from $394,420 in Q2 2022 to $340,037 in Q3 2022, representing a decrease of 14%.

Bill.com Holdings Inc (BILL) also saw a slight increase in the number of shares held by Abdiel Capital Advisors between Q2 2022 and Q3 2022. The firm held 1,988,067 shares of BILL in Q2 2022, which increased to 2,020,962 shares in Q3 2022, representing a 2% increase. The value of the firm's holdings in BILL also increased, with the market value rising from $218,568 in Q2 2022 to $267,515 in Q3 2022, representing a 22% increase.

Floor & Decor Holdings Inc (FND) is another important holding of Abdiel Capital Advisors. The firm decreased its holdings in FND between Q2 2022 and Q3 2022, with the number of shares held decreasing from 4,348,584 in Q2 2022 to 3,302,804 in Q3 2022, representing a decrease of 24%. The value of the firm's holdings in FND also decreased, with the market value dropping from $273,787 in Q2 2022 to $232,055 in Q3 2022, representing a decrease of 15%.

Hubspot Inc (HUBS) is a new addition to Abdiel Capital Advisors' 13F holdings in Q3 2022. The firm did not hold any shares of HUBS in Q2 2022 but held 814,604 shares in Q3 2022. The market value of the firm's holdings in HUBS was $220,041 in Q3 2022.

Shopify Inc (SHOP) is another holding that saw an increase in the number of shares held by Abdiel Capital Advisors between Q2 2022 and Q3 2022. The firm increased its holdings in SHOP from 4,295,360 shares in Q2 2022 to 5,302,212 shares in Q3 2022, representing an increase of 23%. The value of the firm's holdings in SHOP also increased, with the market value rising from $134,187 in Q2 2022 to $142,842 in Q3 2022, representing an increase of 6%.