LONG WALK MANAGEMENT LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$395.1B
Holdings
9
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CPNGCOUPANG INC | 2,521,625 | $75.5B | 19.12% | |
| 2 | SESEA LTD | 431,500 | $69.0B | 17.47% | |
| 3 | DASHDOORDASH INC | 264,750 | $65.3B | 16.52% | |
| 4 | APPFAPPFOLIO INC | 276,325 | $63.6B | 16.11% | |
| 5 | UIUBIQUITI INC | 69,185 | $28.5B | 7.21% | |
| 6 | NBISNEBIUS GROUP N.V. | 500,000 | $27.7B | 7.00% | |
| 7 | NUNU HLDGS LTD | 1,860,000 | $25.5B | 6.46% | |
| 8 | SPOTSPOTIFY TECHNOLOGY S A | 31,225 | $24.0B | 6.06% | |
| 9 | NETCLOUDFLARE INC | 81,765 | $16.0B | 4.05% |