13F HOLDINGS REPORT
LONG WALK MANAGEMENT LP
Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001869470-25-000013
Total Value
$494.8M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COUPANG INC | CPNG | 2,935,000 | $94.5M | 19.10% |
| 2 | APPFOLIO INC | APPF | 288,500 | $79.5M | 16.07% |
| 3 | DOORDASH INC | DASH | 212,000 | $57.7M | 11.65% |
| 4 | UBIQUITI INC | UI | 84,400 | $55.8M | 11.27% |
| 5 | NU HLDGS LTD | NU | 3,430,000 | $54.9M | 11.10% |
| 6 | SEA LTD | SE | 305,000 | $54.5M | 11.02% |
| 7 | NEBIUS GROUP N.V. | NBIS | 473,250 | $53.1M | 10.74% |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 200,000 | $32.4M | 6.54% |
| 9 | SPOTIFY TECHNOLOGY S A | SPOT | 17,800 | $12.4M | 2.51% |