LONG WALK MANAGEMENT LP
Top Portfolio Positions
11 positions ·
$343,533,470 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
282,500 | $42,417,375 | 12.35% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
2,940,000 | $42,247,800 | 12.30% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
2,162,500 | $40,828,000 | 11.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
137,500 | $39,539,500 | 11.51% | |
| UI |
Ubiquiti Inc.
Technology
|
45,250 | $35,760,622 | 10.41% | |
| APPF |
Appfolio Inc
Technology
|
204,500 | $32,274,190 | 9.39% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
54,575 | $26,463,963 | 7.70% | |
| PINS |
Pinterest, Inc.
Communication Services
|
1,290,000 | $23,658,600 | 6.89% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
217,000 | $22,515,920 | 6.55% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
162,500 | $20,520,500 | 5.97% |
Portfolio Trend
20 quarters · across all stocks
Holdings in APPF
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,274,190 | 204,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $88,814,137 | 381,750 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $79,527,910 | 288,500 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $63,632,121 | 276,325 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $34,040,520 | 154,800 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,160,160 | 65,500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,946,550 | 50,750 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $21,889,015 | 89,500 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $35,283,820 | 143,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $21,135,280 | 122,000 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $13,697,250 | 75,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $18,849,330 | 109,500 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $19,481,120 | 156,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,232,960 | 192,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $26,808,320 | 256,000 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $33,317,088 | 367,576 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $39,049,072 | 344,926 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $43,428,701 | 358,737 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $31,487,850 | 261,527 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $18,714,648 | 132,540 | Shares | Sole | 2021-07-16 | |
| No 13F history on record for this holder in this stock. | ||||||