Long Walk Management
Latest statistics and disclosures from Long Walk Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APPF, DASH, NU, UI, CPNG, and represent 71.82% of Long Walk Management's stock portfolio.
- Added to shares of these 5 stocks: DASH (+$37M), GOOGL (+$31M), APPF (+$22M), NU (+$6.1M), SPOT.
- Started 1 new stock position in GOOGL.
- Reduced shares in these 5 stocks: CPNG (-$30M), NBIS (-$15M), AMD (-$14M), SE (-$11M), UI.
- Long Walk Management was a net buyer of stock by $29M.
- Long Walk Management has $450M in assets under management (AUM), dropping by -9.15%.
- 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Appfolio Com Cl A (APPF) | 19.8 | $89M | +32% | 382k | 232.65 |
|
| Doordash Cl A (DASH) | 18.8 | $85M | +75% | 373k | 226.48 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 14.1 | $64M | +10% | 3.8M | 16.74 |
|
| Ubiquiti (UI) | 10.4 | $47M | 84k | 553.35 |
|
|
| Coupang Cl A (CPNG) | 8.8 | $40M | -42% | 1.7M | 23.59 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $31M | NEW | 100k | 313.00 |
|
| Advanced Micro Devices (AMD) | 6.4 | $29M | -32% | 134k | 214.16 |
|
| Sea Sponsord Ads (SE) | 6.3 | $28M | -27% | 223k | 127.57 |
|
| Nebius Group Shs Class A (NBIS) | 5.5 | $25M | -37% | 295k | 83.70 |
|
| Spotify Technology S A SHS (SPOT) | 3.0 | $14M | +30% | 23k | 580.71 |
|
Past Filings by Long Walk Management
SEC 13F filings are viewable for Long Walk Management going back to 2021
- Long Walk Management 2025 Q4 filed Feb. 12, 2026
- 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