13F HOLDINGS REPORT
LONG WALK MANAGEMENT LP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001869470-25-000004
Total Value
$308.7M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COUPANG INC | CPNG | 2,417,500 | $53.0M | 17.17% |
| 2 | SEA LTD | SE | 394,000 | $51.4M | 16.65% |
| 3 | APPFOLIO INC | APPF | 154,800 | $34.0M | 11.03% |
| 4 | DOORDASH INC | DASH | 169,000 | $30.9M | 10.01% |
| 5 | REDDIT INC | RDDT | 272,500 | $28.6M | 9.26% |
| 6 | ALPHABET INC | GOOG | 176,000 | $27.2M | 8.82% |
| 7 | SPOTIFY TECHNOLOGY S A | SPOT | 46,750 | $25.7M | 8.33% |
| 8 | NU HLDGS LTD | NU | 2,250,000 | $23.0M | 7.46% |
| 9 | CLOUDFLARE INC | NET | 137,850 | $15.5M | 5.03% |
| 10 | SHOPIFY INC | SHOP | 103,250 | $9.9M | 3.19% |
| 11 | DUOLINGO INC | DUOL | 30,250 | $9.4M | 3.04% |