Long Walk Management
Latest statistics and disclosures from Long Walk Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DASH, NU, CPNG, GOOGL, UI, and represent 58.45% of Long Walk Management's stock portfolio.
- Added to shares of these 6 stocks: PINS (+$24M), ABNB (+$21M), NFLX (+$17M), SPOT (+$15M), GOOGL (+$11M), CPNG (+$9.2M).
- Started 3 new stock positions in PINS, NFLX, ABNB.
- Reduced shares in these 7 stocks: UI (-$31M), AMD (-$29M), SE (-$28M), APPF (-$28M), DASH (-$14M), NU (-$12M), NBIS (-$8.0M).
- Sold out of its positions in AMD, SE.
- Long Walk Management was a net seller of stock by $-53M.
- Long Walk Management has $344M in assets under management (AUM), dropping by -23.57%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Doordash Cl A (DASH) | 12.3 | $42M | -24% | 283k | 150.15 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 12.3 | $42M | -22% | 2.9M | 14.37 |
|
| Coupang Cl A (CPNG) | 11.9 | $41M | +29% | 2.2M | 18.88 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 11.5 | $40M | +37% | 138k | 287.56 |
|
| Ubiquiti (UI) | 10.4 | $36M | -46% | 45k | 790.29 |
|
| Appfolio Com Cl A (APPF) | 9.4 | $32M | -46% | 205k | 157.82 |
|
| Spotify Technology S A SHS (SPOT) | 7.7 | $27M | +134% | 55k | 484.91 |
|
| Pinterest Cl A (PINS) | 6.9 | $24M | NEW | 1.3M | 18.34 |
|
| Nebius Group Shs Class A (NBIS) | 6.6 | $23M | -26% | 217k | 103.76 |
|
| Airbnb Com Cl A (ABNB) | 6.0 | $21M | NEW | 163k | 126.28 |
|
| Netflix (NFLX) | 5.0 | $17M | NEW | 180k | 96.15 |
|
Past Filings by Long Walk Management
SEC 13F filings are viewable for Long Walk Management going back to 2021
- Long Walk Management 2026 Q1 filed May 14, 2026
- 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