LONG WALK MANAGEMENT LP
CIK: 0001869470Latest portfolio: $449.5M · Q4 2025
Holdings
10
Total Value
$449.5M
New Positions
1
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | APPFAPPFOLIO INC | 381,750 | $88.8M | 19.76% | +93K | |
| 2 | DASHDOORDASH INC | 373,000 | $84.5M | 18.79% | +161K | |
| 3 | NUNU HLDGS LTD | 3,792,000 | $63.5M | 14.12% | +362K | |
| 4 | UIUBIQUITI INC | 84,150 | $46.6M | 10.36% | -250 | |
| 5 | CPNGCOUPANG INC | 1,675,000 | $39.5M | 8.79% | -1,260,000 | |
| 6 | GOOGLALPHABET INC | 100,000 | $31.3M | 6.96% | NEW | |
| 7 | AMDADVANCED MICRO DEVICES INC | 134,400 | $28.8M | 6.40% | -65,600 | |
| 8 | SESEA LTD | 222,500 | $28.4M | 6.31% | -82,500 | |
| 9 | NBISNEBIUS GROUP N.V. | 294,500 | $24.7M | 5.48% | -178,750 | |
| 10 | SPOTSPOTIFY TECHNOLOGY S A | 23,300 | $13.5M | 3.01% | +6K |
Quarterly Changes
New Positions
- GOOGLNEW$31.3M
Closed Positions
No closed positions this quarter
Sector Breakdown
Communication Services0.0% ($84477313002.5T)
Technology0.0% ($888144.7T)
Consumer Cyclical0.0% ($4.0T)
Financial Services0.0% ($63.5M)
Filing History
Fund Information
LONG WALK MANAGEMENT LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $449.5M across 10 holdings. The largest position is APPFOLIO INC (APPF), representing 19.8% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.