Long Walk Management
Latest statistics and disclosures from Long Walk Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RDDT, SPOT, NET, SE, CPNG, and represent 66.40% of Long Walk Management's stock portfolio.
- Added to shares of these 5 stocks: CPNG (+$23M), DASH (+$16M), SQ (+$14M), RDDT (+$10M), DUOL (+$10M).
- Started 3 new stock positions in CPNG, SQ, DASH.
- Reduced shares in these 7 stocks: PCOR (-$25M), SHOP (-$17M), FND (-$9.2M), APPF (-$9.1M), SE, SPOT, NET.
- Sold out of its positions in FND, PCOR.
- Long Walk Management was a net buyer of stock by $8.6M.
- Long Walk Management has $242M in assets under management (AUM), dropping by 14.10%.
- Central Index Key (CIK): 0001869470
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Portfolio Holdings for Long Walk Management
Long Walk Management holds 10 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Reddit Cl A (RDDT) | 19.5 | $47M | +28% | 715k | 65.92 |
|
| Spotify Technology S A SHS (SPOT) | 12.9 | $31M | 85k | 368.53 |
|
|
| Cloudflare Cl A Com (NET) | 12.5 | $30M | 372k | 80.89 |
|
|
| Sea Sponsord Ads (SE) | 11.9 | $29M | -11% | 305k | 94.28 |
|
| Coupang Cl A (CPNG) | 9.7 | $23M | NEW | 950k | 24.55 |
|
| Duolingo Cl A Com (DUOL) | 8.7 | $21M | +95% | 74k | 282.02 |
|
| Shopify Cl A (SHOP) | 7.6 | $18M | -48% | 230k | 80.14 |
|
| Doordash Cl A (DASH) | 6.7 | $16M | NEW | 114k | 142.73 |
|
| Block Cl A (SQ) | 5.6 | $14M | NEW | 203k | 67.13 |
|
| Appfolio Com Cl A (APPF) | 4.9 | $12M | -43% | 51k | 235.40 |
|
Past Filings by Long Walk Management
SEC 13F filings are viewable for Long Walk Management going back to 2021
- 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