Institutional Manager · CIK 0001869470
LONG WALK MANAGEMENT LP
Greenwich, CT · File #028-21294
Latest AUM
$449.5M
Positions
10
Top-10 Concentration
100.0%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202510 pos · $449.5M
- 13F HOLDINGS REPORTQ/E Sep 20259 pos · $494.8M
- 13F HOLDINGS REPORTQ/E Jun 20259 pos · $395.1M
- 13F HOLDINGS REPORTQ/E Mar 202511 pos · $308.7M
- 13F HOLDINGS REPORTQ/E Dec 202411 pos · $279.3M
- 13F HOLDINGS REPORTQ/E Sep 202410 pos · $241.7M
- 13F HOLDINGS REPORTQ/E Jun 20249 pos · $211.8M
- 13F HOLDINGS REPORTQ/E Mar 202410 pos · $200.5M
- 13F HOLDINGS REPORTQ/E Dec 20239 pos · $135.3M
- 13F HOLDINGS REPORTQ/E Sep 20238 pos · $135.2M
- 13F HOLDINGS REPORTQ/E Jun 20238 pos · $112.1M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 20237 pos · $92.8M
- 13F HOLDINGS REPORTQ/E Mar 20237 pos · $92,800
Top 10 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |