13F HOLDINGS REPORT
LONG WALK MANAGEMENT LP
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001493152-23-040462
Total Value
$135.3M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DUOLINGO INC | DUOL | 117,500 | $19.5M | 14.40% |
| 2 | PROCORE TECHNOLOGIES INC | PCOR | 269,000 | $17.6M | 12.99% |
| 3 | FLOOR & DECOR HLDGS INC | FND | 182,500 | $16.5M | 12.21% |
| 4 | CLOUDFLARE INC | NET | 256,500 | $16.2M | 11.95% |
| 5 | ATLASSIAN CORPORATION | TEAM | 80,000 | $16.1M | 11.91% |
| 6 | SHOPIFY INC | SHOP | 287,500 | $15.7M | 11.60% |
| 7 | APPFOLIO INC | APPF | 75,000 | $13.7M | 10.12% |
| 8 | BLOCK INC | BSQKZ | 230,000 | $10.2M | 7.52% |
| 9 | MICROSOFT CORP | MSFT | 31,250 | $9.9M | 7.29% |