LONG WALK MANAGEMENT LP Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$449.5M
Holdings
10
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPFAPPFOLIO INC | 381,750 | $88.8M | 19.76% | |
| 2 | DASHDOORDASH INC | 373,000 | $84.5M | 18.79% | |
| 3 | NUNU HLDGS LTD | 3,792,000 | $63.5M | 14.12% | |
| 4 | UIUBIQUITI INC | 84,150 | $46.6M | 10.36% | |
| 5 | CPNGCOUPANG INC | 1,675,000 | $39.5M | 8.79% | |
| 6 | GOOGLALPHABET INC | 100,000 | $31.3M | 6.96% | |
| 7 | AMDADVANCED MICRO DEVICES INC | 134,400 | $28.8M | 6.40% | |
| 8 | SESEA LTD | 222,500 | $28.4M | 6.31% | |
| 9 | NBISNEBIUS GROUP N.V. | 294,500 | $24.7M | 5.48% | |
| 10 | SPOTSPOTIFY TECHNOLOGY S A | 23,300 | $13.5M | 3.01% |