13F HOLDINGS REPORT
LONG WALK MANAGEMENT LP
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001869470-26-000004
Total Value
$449.5M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPFOLIO INC | APPF | 381,750 | $88.8M | 19.76% |
| 2 | DOORDASH INC | DASH | 373,000 | $84.5M | 18.79% |
| 3 | NU HLDGS LTD | NU | 3,792,000 | $63.5M | 14.12% |
| 4 | UBIQUITI INC | UI | 84,150 | $46.6M | 10.36% |
| 5 | COUPANG INC | CPNG | 1,675,000 | $39.5M | 8.79% |
| 6 | ALPHABET INC | GOOG | 100,000 | $31.3M | 6.96% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 134,400 | $28.8M | 6.40% |
| 8 | SEA LTD | SE | 222,500 | $28.4M | 6.31% |
| 9 | NEBIUS GROUP N.V. | NBIS | 294,500 | $24.7M | 5.48% |
| 10 | SPOTIFY TECHNOLOGY S A | SPOT | 23,300 | $13.5M | 3.01% |