Abdiel Capital (Moran)
Tier 3 · less-proven / weaker recordConcentrated growth
No public return record to verify (private).
Positions
12
as of Q1 2026
Top-5 concentration
75%
of equity portfolio
Latest filing
Q1 2026
13F report date
Reported holdings long US equity, by weight
| Ticker | Sector | Weight | Value | Change |
|---|---|---|---|---|
| CTRI CENTURI HOLDINGS INC | Energy | 24.9% | $20M | TRIM |
| CHDN CHURCHILL DOWNS INC | Communication Services | 16.4% | $13M | ADD |
| LIND LINDBLAD EXPEDITIONS HLDGS I | Industrials | 13.6% | $11M | NEW |
| MYRG MYR GROUP INC | Industrials | 12.5% | $10M | NEW |
| MTZ MASTEC INC | Industrials | 7.7% | $6M | NEW |
| POWL POWELL INDS INC | Information Technology | 6.6% | $5M | NEW |
| 8TG THERMON GROUP HLDGS INC | — | 5.5% | $5M | TRIM |
| ACEL ACCEL ENTERTAINMENT INC | Communication Services | 5.1% | $4M | TRIM |
| CECO CECO ENVIRONMENTAL CORP | Industrials | 3.6% | $3M | NEW |
| KRUS KURA SUSHI USA INC | Consumer Discretionary | 2.9% | $2M | NEW |
| FLL FULL HSE RESORTS INC | Consumer Discretionary | 1.3% | $1M | ADD |
| ROLR HIGH ROLLER TECHNOLOGIES INC | Communication Services | 0.1% | $53K | 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.