LONG WALK MANAGEMENT LP Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$279.3B
Holdings
11
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NETCLOUDFLARE INC | 359,000 | $38.7B | 13.84% | |
| 2 | SPOTSPOTIFY TECHNOLOGY S A | 84,000 | $37.6B | 13.45% | |
| 3 | SESEA LTD | 341,750 | $36.3B | 12.98% | |
| 4 | CPNGCOUPANG INC | 1,296,500 | $28.5B | 10.20% | |
| 5 | RDDTREDDIT INC | 164,500 | $26.9B | 9.62% | |
| 6 | DASHDOORDASH INC | 114,200 | $24.2B | 8.66% | |
| 7 | DUOLDUOLINGO INC | 63,250 | $20.5B | 7.34% | |
| 8 | GOOGLALPHABET INC | 104,500 | $20.1B | 7.20% | |
| 9 | XYZBLOCK INC | 202,500 | $17.2B | 6.16% | |
| 10 | APPFAPPFOLIO INC | 65,500 | $16.2B | 5.79% | |
| 11 | SHOPSHOPIFY INC | 125,000 | $13.3B | 4.76% |