13F HOLDINGS REPORT (Amended)
LONG WALK MANAGEMENT LP
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001493152-23-004472
Total Value
$92.8M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CLOUDFLARE INC | NET | 530,000 | $24.0M | 25.82% |
| 2 | APPFOLIO INC | APPF | 192,000 | $20.2M | 21.80% |
| 3 | SNOWFLAKE INC | SNOW | 75,000 | $10.8M | 11.60% |
| 4 | DATADOG INC | DDOG | 131,500 | $9.7M | 10.42% |
| 5 | BLOCK INC | BSQKZ | 153,500 | $9.6M | 10.39% |
| 6 | PROCORE TECHNOLOGIES INC | PCOR | 197,500 | $9.3M | 10.04% |
| 7 | DUOLINGO INC | DUOL | 129,500 | $9.2M | 9.93% |