Long Walk Management

Latest statistics and disclosures from Long Walk Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NET, APPF, SNOW, DDOG, SQ, and represent 80.03% of Long Walk Management's stock portfolio.
  • Added to shares of these 4 stocks: DDOG (+$5.7M), SQ, DUOL, SNOW.
  • Reduced shares in these 3 stocks: APPF (-$6.7M), NET (-$6.5M), PCOR.
  • Long Walk Management was a net seller of stock by $-190k.
  • Long Walk Management has $93M in assets under management (AUM), dropping by -10.71%.
  • Central Index Key (CIK): 0001869470

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Portfolio Holdings for Long Walk Management

Long Walk Management holds 7 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cloudflare Cl A Com (NET) 25.8 $24M -21% 530k 45.21
Appfolio Com Cl A (APPF) 21.8 $20M -25% 192k 105.38
Snowflake Cl A (SNOW) 11.6 $11M +14% 75k 143.55
Datadog Cl A Com (DDOG) 10.4 $9.7M +145% 132k 73.50
Block Cl A (SQ) 10.4 $9.6M +79% 154k 62.84
Procore Technologies (PCOR) 10.0 $9.3M -10% 198k 47.18
Duolingo Cl A Com (DUOL) 9.9 $9.2M +41% 130k 71.13

Past Filings by Long Walk Management

SEC 13F filings are viewable for Long Walk Management going back to 2021