7 Best Stocks to Buy According to Abdiel Capital Advisors

In this article, we will discuss the 8 Best Stocks to Buy According to Abdiel Capital Advisors.

Abdiel Capital Advisors is an activist hedge fund that was co-founded by Colin Moran, its current managing partner. He has worked as an investment banking associate at Goldman Sachs and as an associate, then partner, at Chieftain Capital. Abdiel was started in 2006. Geoff Gentile, who is also a Managing Partner of the investment firm, has worked in structured credit and as an associate director at Barclays, before leaving to start this firm in 2006.

Abdiel Capital Advisors generally makes investments in publicly-traded companies, which can gain market share over the long term. It prefers businesses possessing recurring revenue and that are managed by people having a large share of their net worth in the stock. The investment firm targets returns that are good on an absolute basis and that outperform the market, measured over 3-5 years. The investment firm estimates the return that the company’s cash flows will deliver to someone who purchased the entire business at the available stock price and held it permanently.

As per Oscar Ostlund, global head of content strategy, market analytics & data science for Marquee in Goldman Sachs Global Banking & Markets, several factors have raised the outlook for US equities. The signs of a more dovish Fed have played a significant role. Furthermore, rates coming down sooner than earlier anticipated will likely fuel the US stock valuations.

Amidst such a backdrop, we will now have a look at the 8 Best Stocks to Buy According to Abdiel Capital Advisors.

Colin Moran of Abdiel Capital Advisors

Our Methodology

To list the 7 Best Stocks to Buy According to Abdiel Capital Advisors, we selected the top stocks in Abdiel Capital Advisors’ portfolio as of its Q1 2025 13F filing. We settled on the hedge fund’s 7 biggest holdings. Finally, we ranked the stocks in ascending order based on the value of Abdiel Capital Advisors’ equity stakes. Additionally, we have mentioned the hedge fund sentiments around each stock, as of Q1 2025.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

7 Best Stocks to Buy According to Abdiel Capital Advisors

7. Affirm Holdings, Inc. (NASDAQ:AFRM)

Abdiel Capital Advisors’ Equity Stake: $50.3 million

Number of Hedge Fund Holders: 63

Affirm Holdings, Inc. (NASDAQ:AFRM) is one of the 7 Best Stocks to Buy According to Abdiel Capital Advisors. On July 23, Susquehanna lifted the price target on the company’s stock to $76 from $65, while keeping a “Positive” rating, as reported by The Fly. While it lifted the target, it reduced its estimates as data reflects strong volume, and they are maintaining their high TPV. Furthermore, supply is abundant in the private credit markets, and as adoption of BNPL grows mainstream, it is moving up market, where investors can expect higher adoption among the affluent.

In Q3 2025, Affirm Holdings, Inc. (NASDAQ:AFRM)’s Gross Merchandise Volume (GMV) saw an increase of 36% to $8.6 billion, and growth ramped up as it exited the quarter, with GMV in March rising 40%. Notably, the growth was broad-based with contributions from its largest merchant partner, wallet partners, direct-to-consumer offerings such as Affirm Card, and the remainder of the business. Affirm Holdings, Inc. (NASDAQ:AFRM)’s GMV from its top 5 merchants and platform partners collectively increased 31%. The company’s total revenue rose 36% to $783 million. Notably, the revenue as a percentage of GMV stood at 9.2%, the same as in Q3 2024.

Affirm Holdings, Inc. (NASDAQ:AFRM) operates the payment network.