Long Walk Management
Latest statistics and disclosures from Long Walk Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CPNG, APPF, DASH, UI, NU, and represent 69.19% of Long Walk Management's stock portfolio.
- Added to shares of these 5 stocks: AMD (+$32M), NU (+$25M), CPNG (+$13M), UI (+$10M), APPF.
- Started 1 new stock position in AMD.
- Reduced shares in these 5 stocks: SE (-$23M), NET (-$16M), DASH (-$14M), SPOT (-$9.4M), NBIS.
- Sold out of its position in NET.
- Long Walk Management was a net buyer of stock by $19M.
- Long Walk Management has $495M in assets under management (AUM), dropping by 25.23%.
- Central Index Key (CIK): 0001869470
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Portfolio Holdings for Long Walk Management
Long Walk Management holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Coupang Cl A (CPNG) | 19.1 | $95M | +16% | 2.9M | 32.20 |
|
| Appfolio Com Cl A (APPF) | 16.1 | $80M | +4% | 289k | 275.66 |
|
| Doordash Cl A (DASH) | 11.7 | $58M | -19% | 212k | 271.99 |
|
| Ubiquiti (UI) | 11.3 | $56M | +21% | 84k | 660.58 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 11.1 | $55M | +84% | 3.4M | 16.01 |
|
| Sea Sponsord Ads (SE) | 11.0 | $55M | -29% | 305k | 178.73 |
|
| Nebius Group Shs Class A (NBIS) | 10.7 | $53M | -5% | 473k | 112.27 |
|
| Advanced Micro Devices (AMD) | 6.5 | $32M | NEW | 200k | 161.79 |
|
| Spotify Technology S A SHS (SPOT) | 2.5 | $12M | -42% | 18k | 698.00 |
|
Past Filings by Long Walk Management
SEC 13F filings are viewable for Long Walk Management going back to 2021
- Long Walk Management 2025 Q3 filed Nov. 7, 2025
- Long Walk Management 2025 Q2 filed Aug. 14, 2025
- Long Walk Management 2025 Q1 filed May 14, 2025
- 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