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 UI
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,760,622 | 45,250 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $46,564,402 | 84,150 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $55,752,952 | 84,400 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $28,480,005 | 69,185 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||