13F HOLDINGS REPORT
LONG WALK MANAGEMENT LP
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001493152-24-031538
Total Value
$211.8M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REDDIT INC | RDDT | 557,500 | $35.6M | 16.82% |
| 2 | CLOUDFLARE INC | NET | 373,500 | $30.9M | 14.61% |
| 3 | SHOPIFY INC | SHOP | 447,500 | $29.6M | 13.96% |
| 4 | SPOTIFY TECHNOLOGY S A | SPOT | 85,000 | $26.7M | 12.59% |
| 5 | PROCORE TECHNOLOGIES INC | PCOR | 382,500 | $25.4M | 11.98% |
| 6 | SEA LTD | SE | 345,000 | $24.6M | 11.63% |
| 7 | APPFOLIO INC | APPF | 89,500 | $21.9M | 10.33% |
| 8 | FLOOR & DECOR HLDGS INC | FND | 92,500 | $9.2M | 4.34% |
| 9 | DUOLINGO INC | DUOL | 38,000 | $7.9M | 3.74% |