13F HOLDINGS REPORT
LONG WALK MANAGEMENT LP
Quarter ended Q3 2024 · Filed November 1, 2024 · Accession 0001493152-24-043285
Total Value
$241.7M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REDDIT INC | RDDT | 715,000 | $47.1M | 19.50% |
| 2 | SPOTIFY TECHNOLOGY S A | SPOT | 84,500 | $31.1M | 12.89% |
| 3 | CLOUDFLARE INC | NET | 372,250 | $30.1M | 12.46% |
| 4 | SEA LTD | SE | 305,000 | $28.8M | 11.90% |
| 5 | COUPANG INC | CPNG | 950,000 | $23.3M | 9.65% |
| 6 | DUOLINGO INC | DUOL | 74,300 | $21.0M | 8.67% |
| 7 | SHOPIFY INC | SHOP | 230,000 | $18.4M | 7.63% |
| 8 | DOORDASH INC | DASH | 114,000 | $16.3M | 6.73% |
| 9 | BLOCK INC | BSQKZ | 202,500 | $13.6M | 5.63% |
| 10 | APPFOLIO INC | APPF | 50,750 | $11.9M | 4.94% |