Abdiel Capital Advisors, LP Q3 2022 vs. Q4 2022 13F Holdings Comparison

Abdiel Capital Advisors, LP, a hedge fund founded by Colin Moran, is known for its dynamic and innovative investments. Every quarter, the firm reports its holdings in the 13F filing. Recently, Abdiel Capital Advisors, LP released its Q3 2022 vs. Q4 2022 13F holdings comparison, and it revealed some exciting shifts in the firm's investment portfolio.

A significant increase in HUBS

HUBSPOT INC (HUBS) saw a huge increase in the number of shares held by Abdiel Capital Advisors, LP. In Q3 2022, the firm held 814,604 shares of HUBS, but this number rose to 1,160,876 shares in Q4 2022. The value of the shares also increased from $220,041 to $335,644, representing a 52.5% change.

GLBE value drops 22.2%

Abdiel Capital Advisors, LP reduced its holdings in GLOBAL E ONLINE LTD (GLBE), leading to a 22.2% decrease in value. While the fund held 15,119,399 shares of GLBE in Q3 2022, this number fell to 15,246,199 shares in Q4 2022. The value of the shares also significantly dropped from $404,595 to $314,682.

APPN value down by 15.6%

APPIAN CORP (APPN) also saw a decrease in value, with Abdiel Capital Advisors, LP reducing its holdings. The fund held 8,328,118 shares of APPN in Q3 2022, but this number fell to 8,817,518 shares in Q4 2022. The value of the shares decreased from $340,037 to $287,098, representing a 15.6% change.

SHOP sees a 14.8% increase in value

On the other hand, Abdiel Capital Advisors, LP increased its holdings in SHOPIFY INC (SHOP), leading to a 14.8% increase in value. The firm held 5,302,212 shares of SHOP in Q3 2022, and this number increased to 4,723,788 shares in Q4 2022. The value of the shares increased from $142,842 to $163,963.

FND value drops by 29.6%

Abdiel Capital Advisors, LP notably decreased its holdings in FLOOR & DECOR HLDGS INC (FND) in Q4 2022. The firm held 3,302,804 shares of FND in Q3 2022, but this number fell to 2,346,983 shares in Q4 2022. The value of the shares significantly dropped from $232,055 to $163,420, representing a 29.6% change.

BILL value drops by 47.6%

Another significant drop was noted in BILL.COM HLDGS INC (BILL), which saw a decrease in value by 47.6% due to Abdiel Capital Advisors, LP decreasing its holdings. The fund held 2,020,962 shares of BILL in Q3 2022, but this number dropped to 1,287,480 shares in Q4 2022. The value of the shares also dropped dramatically from $267,515 to $140,284.

CRCT sees a 2.4% increase in value

CRICUT INC (CRCT) saw a small but notable increase in value due to Abdiel Capital Advisors, LP increasing its holdings. The firm held 14,548,434 shares of CRCT in Q3 2022, and this number increased to 14,886,303 shares in Q4 2022. The value of the shares increased from $134,718 to $137,996, representing a 2.4% change.

IOT sees a 3.8% increase in value

Abdiel Capital Advisors, LP increased its holdings in SAMSARA INC (IOT), leading to a 3.8% increase in value. The fund held 3,326,902 shares of IOT in Q3 2022, and this number increased to 3,354,802 shares in Q4 2022. The value of the shares increased from $40,156 to $41,700.

AFRM value drops by 43.9%

Finally, Abdiel Capital Advisors, LP decreased its holdings in AFFIRM HOLDINGS INC (AFRM), leading to a significant 43.9% decrease in value. The fund held 2,169,032 shares of AFRM in Q3 2022, but this number fell to 2,362,132 shares in Q4 2022. The value of the shares dramatically decreased from $40,691 to $22,842.

Conclusion

In conclusion, Abdiel Capital Advisors, LP's Q3 2022 vs. Q4 2022 13F holdings comparison revealed some exciting shifts in the firm's investment portfolio. While some stocks saw a significant increase in value, others saw a dramatic decrease. These changes often reflect the fund's confidence in the companies and their future potential. It will be interesting to see how these stocks perform in the coming months.