13F HOLDINGS REPORT
LONG WALK MANAGEMENT LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001869470-25-000006
Total Value
$395.1M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COUPANG INC | CPNG | 2,521,625 | $75.5M | 19.12% |
| 2 | SEA LTD | SE | 431,500 | $69.0M | 17.47% |
| 3 | DOORDASH INC | DASH | 264,750 | $65.3M | 16.52% |
| 4 | APPFOLIO INC | APPF | 276,325 | $63.6M | 16.11% |
| 5 | UBIQUITI INC | UI | 69,185 | $28.5M | 7.21% |
| 6 | NEBIUS GROUP N.V. | NBIS | 500,000 | $27.7M | 7.00% |
| 7 | NU HLDGS LTD | NU | 1,860,000 | $25.5M | 6.46% |
| 8 | SPOTIFY TECHNOLOGY S A | SPOT | 31,225 | $24.0M | 6.06% |
| 9 | CLOUDFLARE INC | NET | 81,765 | $16.0M | 4.05% |