Long Walk Management
Latest statistics and disclosures from Long Walk Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NET, SPOT, SE, CPNG, RDDT, and represent 60.10% of Long Walk Management's stock portfolio.
- Added to shares of these 5 stocks: GOOGL (+$20M), CPNG (+$7.6M), SE, APPF, DASH.
- Started 1 new stock position in GOOGL.
- Reduced shares in these 5 stocks: RDDT (-$90M), SHOP (-$11M), DUOL, NET, SPOT.
- Long Walk Management was a net seller of stock by $-71M.
- Long Walk Management has $279M in assets under management (AUM), dropping by 15.59%.
- Central Index Key (CIK): 0001869470
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Portfolio Holdings for Long Walk Management
Long Walk Management holds 11 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Cloudflare Cl A Com (NET) | 13.8 | $39M | -3% | 359k | 107.68 |
|
| Spotify Technology S A SHS (SPOT) | 13.5 | $38M | 84k | 447.38 |
|
|
| Sea Sponsord Ads (SE) | 13.0 | $36M | +12% | 342k | 106.10 |
|
| Coupang Cl A (CPNG) | 10.2 | $29M | +36% | 1.3M | 21.98 |
|
| Reddit Cl A (RDDT) | 9.6 | $27M | -76% | 165k | 163.44 |
|
| Doordash Cl A (DASH) | 8.7 | $24M | 114k | 211.82 |
|
|
| Duolingo Cl A Com (DUOL) | 7.3 | $21M | -14% | 63k | 324.23 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.2 | $20M | NEW | 105k | 192.35 |
|
| Block Cl A (SQ) | 6.2 | $17M | 203k | 84.99 |
|
|
| Appfolio Com Cl A (APPF) | 5.8 | $16M | +29% | 66k | 246.72 |
|
| Shopify Cl A (SHOP) | 4.8 | $13M | -45% | 125k | 106.33 |
|
Past Filings by Long Walk Management
SEC 13F filings are viewable for Long Walk Management going back to 2021
- Long Walk Management 2024 Q4 filed Feb. 10, 2025
- Long Walk Management 2024 Q3 filed Nov. 1, 2024
- Long Walk Management 2024 Q2 filed Aug. 13, 2024
- Long Walk Management 2024 Q1 filed May 9, 2024
- Long Walk Management 2023 Q4 filed Jan. 26, 2024
- Long Walk Management 2023 Q3 filed Nov. 13, 2023
- Long Walk Management 2023 Q2 filed July 20, 2023
- Long Walk Management 2023 Q1 filed May 15, 2023
- Long Walk Management 2022 Q4 restated filed Feb. 13, 2023
- Long Walk Management 2022 Q4 filed Jan. 23, 2023
- Long Walk Management 2022 Q3 filed Nov. 9, 2022
- Long Walk Management 2022 Q2 filed Aug. 2, 2022
- Long Walk Management 2022 Q1 filed May 11, 2022
- Long Walk Management 2021 Q4 filed Jan. 28, 2022
- Long Walk Management 2021 Q3 filed Oct. 26, 2021
- Long Walk Management 2021 Q2 filed July 16, 2021