13F HOLDINGS REPORT
LONG WALK MANAGEMENT LP
Quarter ended Q1 2024 · Filed May 9, 2024 · Accession 0001493152-24-018393
Total Value
$200.5M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPFOLIO INC | APPF | 143,000 | $35.3M | 17.60% |
| 2 | SHOPIFY INC | SHOP | 415,000 | $32.0M | 15.98% |
| 3 | PROCORE TECHNOLOGIES INC | PCOR | 256,000 | $21.0M | 10.49% |
| 4 | SEA LTD | SE | 390,000 | $20.9M | 10.45% |
| 5 | FLOOR & DECOR HLDGS INC | FND | 153,500 | $19.9M | 9.93% |
| 6 | CLOUDFLARE INC | NET | 205,000 | $19.9M | 9.90% |
| 7 | SPOTIFY TECHNOLOGY S A | SPOT | 73,500 | $19.4M | 9.68% |
| 8 | MICROSOFT CORP | MSFT | 30,000 | $12.6M | 6.30% |
| 9 | RH | RH | 28,500 | $9.9M | 4.95% |
| 10 | DUOLINGO INC | DUOL | 43,000 | $9.5M | 4.73% |