13F HOLDINGS REPORT
LONG WALK MANAGEMENT LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001493152-23-016954
Total Value
$112.1M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CLOUDFLARE INC | NET | 499,000 | $30.8M | 27.46% |
| 2 | APPFOLIO INC | APPF | 156,500 | $19.5M | 17.38% |
| 3 | DUOLINGO INC | DUOL | 124,000 | $17.7M | 15.78% |
| 4 | PROCORE TECHNOLOGIES INC | PCOR | 235,000 | $14.7M | 13.13% |
| 5 | BLOCK INC | BSQKZ | 181,500 | $12.5M | 11.12% |
| 6 | MICROSOFT CORP | MSFT | 29,750 | $8.6M | 7.65% |
| 7 | RH | RH | 23,000 | $5.6M | 5.00% |
| 8 | SNOWFLAKE INC | SNOW | 18,000 | $2.8M | 2.48% |