13F HOLDINGS REPORT
LONG WALK MANAGEMENT LP
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0001493152-25-005586
Total Value
$279.3M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CLOUDFLARE INC | NET | 359,000 | $38.7M | 13.84% |
| 2 | SPOTIFY TECHNOLOGY S A | SPOT | 84,000 | $37.6M | 13.45% |
| 3 | SEA LTD | SE | 341,750 | $36.3M | 12.98% |
| 4 | COUPANG INC | CPNG | 1,296,500 | $28.5M | 10.20% |
| 5 | REDDIT INC | RDDT | 164,500 | $26.9M | 9.62% |
| 6 | DOORDASH INC | DASH | 114,200 | $24.2M | 8.66% |
| 7 | DUOLINGO INC | DUOL | 63,250 | $20.5M | 7.34% |
| 8 | ALPHABET INC | GOOG | 104,500 | $20.1M | 7.20% |
| 9 | BLOCK INC | BSQKZ | 202,500 | $17.2M | 6.16% |
| 10 | APPFOLIO INC | APPF | 65,500 | $16.2M | 5.79% |
| 11 | SHOPIFY INC | SHOP | 125,000 | $13.3M | 4.76% |