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$3 Billion Hedge Fund with 10 Holdings
Colin Moran founded Abdiel Capital Advisors in 2015 with $205.8M in initial capital, growing his holdings value by $2.9B in less than 6 years. Moran is an activist investor, much like Bill Ackman.

Abdiel has returned 719.40% since their portfolio inception in Q4 of 2015, compared to the S&P 500’s gain of 102.64%. In fact, Abdiel averaged an annual return of 66% from 2015-2020, with an outsized return of 123.9% in 2020.

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74.6% of Abdiel’s portfolio is invested in the technology sector, giving them a bullish stance on the industry. Abdiel prides themselves on being a concentrated, high-conviction fund and has never held more than 13 positions since their inception.

“Our ten largest investments frequently comprise more than 75% of invested capital. “
-Abdiel Capital “About” Page on their website

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Abdiel reduced their holdings value in Q1 of 2021 by $430M, or -12.2% of their holdings value in Q4 of 2020. They reduced their positions in 2 holdings, $APPN and $AXON.

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Abdiel’s largest holding is $FSLY, a CDN provider that utilizes the edge cloud platform. Fastly experienced an outage on June 8th, and in response, the stock actually closed higher on the day. This was due in part to Fastly’s extremely quick response time paired with widespread media recognition; several global websites were affected, such as Amazon, Reddit, eBay, and Spotify. Fastly is up 15.3% since the outage.


"We detected the disruption within 1 minute, then identified and isolated the cause, and disabled the configuration. Within 49 minutes, 95% of our network was operating as normal. This outage was broad and severe, and we're truly sorry for the impact to our customers and everyone who relies on them."
-Nick Rockwell - Fastly's Senior VP of Engineering and Infrastructure

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Abdiel decided not to completely liquidate any positions in Q1, instead choosing to trim APPN and AXON. Both positions were originally acquired in Q2 of 2017.

APPN Estimated Purchase Price - Q2 2017: $26.35
Price Today: $138.86
Gain: 426.98%
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AXON Estimated Purchase Price - Q2 2017: $39.31
Price Today: $158.76
Gain: 303.87%

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$3 Billion Hedge Fund with 10 Holdings
66% Annual Return Since 2015

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