LONG WALK MANAGEMENT LP 13F Holdings
CIK 0001869470 · Greenwich, CT
As of Sep 30, 2025, LONG WALK MANAGEMENT LP reported 9 positions worth $494.8M in its SEC Form 13F filing.
Top 9 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| COUPANG INC | CPNG | Consumer Cyclical | 2,935,000 | $94.5M | 19.10% |
| APPFOLIO INC | APPF | Technology | 288,500 | $79.5M | 16.07% |
| DOORDASH INC | DASH | Communication Services | 212,000 | $57.7M | 11.65% |
| UBIQUITI INC | UI | Technology | 84,400 | $55.8M | 11.27% |
| NU HOLDINGS LTD | NU | Financial Services | 3,430,000 | $54.9M | 11.10% |
| SEA LTD | SE | Consumer Cyclical | 305,000 | $54.5M | 11.02% |
| NEBIUS GROUP NV | NBIS | Communication Services | 473,250 | $53.1M | 10.74% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 200,000 | $32.4M | 6.54% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 17,800 |