Abdiel Capital (Moran)
Tier 3 · less-proven / weaker recordConcentrated growth
No public return record to verify (private).
Positions
10
as of Q2 2026
Top-5 concentration
80%
of equity portfolio
Latest filing
Q2 2026
13F report date
Reported holdings long US equity, by weight
| Ticker | Sector | Weight | Value | Change |
|---|---|---|---|---|
| CTRI CENTURI HOLDINGS INC | Energy | 34.1% | $24M | ADD |
| PRIM PRIMORIS SVCS CORP | Industrials | 17.5% | $12M | NEW |
| HUBG HUB GROUP INC | Industrials | 10.8% | $8M | NEW |
| KEX KIRBY CORP | Industrials | 9.6% | $7M | NEW |
| — GENIUS SPORTS LIMITED | — | 7.7% | $5M | NEW |
| MYRG MYR GROUP INC | Industrials | 7.1% | $5M | TRIM |
| XPO XPO INC | Industrials | 5.8% | $4M | NEW |
| MCFT MASTERCRAFT BOAT HLDGS INC | Consumer Discretionary | 2.7% | $2M | NEW |
| MBUU MALIBU BOATS INC | Consumer Discretionary | 2.5% | $2M | NEW |
| AZZ AZZ INC | Industrials | 2.2% | $2M | NEW |
Weights are share of the manager’s reported long US-equity portfolio (13F). Options, bonds, and non-US/private holdings aren’t reported here. “Change” vs the prior reported quarter.