Colin Moran's portfolio
In the Q2 2026 13F, filed August 14, 2026, Abdiel Capital Advisors reported 5 US stock positions worth $52M. The largest was HCA Healthcare (HCA) at 56.5% of the portfolio. The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
None this quarter.
Added to
None this quarter.
Trimmed
Sold out
None this quarter.
Holdings
5 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| HCA HealthcareHCA | 56.55% | $29M | 75,137 | Held |
| AffirmAFRM | 21.21% | $11M | 134,741 | Held |
| Global-E OnlineGLBE | 20.22% | $10M | 301,647 | Trimmed |
| NavanNAVN | 1.63% | $846,190 | 37,000 | Held |
| Global Business TravelGBTG | 0.38% | $198,129 | 21,100 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Colin Moran own?
In the Q2 2026 13F, Abdiel Capital Advisors reported 5 US stock positions worth $52M. The largest: HCA Healthcare (HCA) 56.5%, Affirm (AFRM) 21.2%, Global-E Online (GLBE) 20.2%, Navan (NAVN) 1.6%, Global Business Travel (GBTG) 0.4%.
What did Colin Moran sell last quarter?
In Q2 2026: cut Global-E Online (GLBE).
When is Colin Moran's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.