LONG WALK MANAGEMENT LP
CIK: 0001869470SEC EDGAR →
Portfolio Value
$449.5M
Holdings
10
As of
Q4 2025
New Positions
1
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPFOLIO INC | 381,750 | $88.8M | 19.76% |
| 2 | DOORDASH INC | 373,000 | $84.5M | 18.79% |
| 3 | NU HLDGS LTD | 3,792,000 | $63.5M | 14.12% |
| 4 | UBIQUITI INC | 84,150 | $46.6M | 10.36% |
| 5 | COUPANG INC | 1,675,000 | $39.5M | 8.79% |
| 6 | ALPHABET INC | 100,000 | $31.3M | 6.96% |
| 7 | ADVANCED MICRO DEVICES INC | 134,400 | $28.8M | 6.40% |
| 8 | SEA LTD | 222,500 | $28.4M | 6.31% |
| 9 | NEBIUS GROUP N.V. | 294,500 | $24.7M | 5.48% |
| 10 | SPOTIFY TECHNOLOGY S A | 23,300 | $13.5M | 3.01% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 3 | $164.2M | 36.5% |
| Communication Services | 4 | $154.0M | 34.3% |
| Consumer Cyclical | 2 | $67.9M | 15.1% |
| Financial Services | 1 | $63.5M | 14.1% |