LONG WALK MANAGEMENT LP

Position in GOOGL — Alphabet Inc.

CIK 1869470 GREENWICH, CT

Position in GOOGL

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$39,539,500

+$8,239,500 QoQ

Shares Held

137,500

+37.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

11.51%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Communication Services · as of Mar 31, 2026

LONG WALK MANAGEMENT LP holds $112,177,983 across 4 Internet Content & Information names. GOOGL ranks #1 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc. This page	137,500	$39,539,500
2	SPOT	Spotify Technology S.A.	54,575	$26,463,963
3	PINS	Pinterest, Inc.	1,290,000	$23,658,600
4	NBIS	Nebius Group N.V.	217,000	$22,515,920

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$39,539,500	137,500	+37.5%	Shares	Sole	2026-05-14
2025-12-31	$31,300,000	100,000	-43.2%	Shares	Sole	2026-02-12
2025-03-31	$27,216,640	176,000	+68.4%	Shares	Sole	2025-05-14
2024-12-31	$19,781,850	104,500	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.