Long Walk Management
Latest statistics and disclosures from Long Walk Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, GOOGL, APPF, DASH, CPNG, and represent 54.46% of Long Walk Management's stock portfolio.
- Added to shares of these 8 stocks: TSM (+$68M), GLBE (+$28M), NVDA (+$18M), GOOG (+$17M), APPF (+$16M), GOOGL (+$5.8M), Spdr S&p 500 Etf Tr option (+$5.1M), PINS.
- Started 5 new stock positions in GOOG, GLBE, Spdr S&p 500 Etf Tr option, TSM, NVDA.
- Reduced shares in these 8 stocks: NBIS (-$27M), ABNB (-$21M), DASH (-$18M), NFLX (-$17M), NU (-$6.4M), UI (-$5.7M), SPOT (-$5.3M), CPNG.
- Sold out of its positions in ABNB, NFLX.
- Long Walk Management was a net buyer of stock by $56M.
- Long Walk Management has $441M in assets under management (AUM), dropping by 28.32%.
- Central Index Key (CIK): 0001869470
Tip: Access up to 7 years of quarterly data
Positions held by Long Walk Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Long Walk Management
Long Walk Management holds 14 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 15.3 | $68M | NEW | 141k | 477.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 12.5 | $55M | +11% | 154k | 357.37 |
|
| Appfolio Com Cl A (APPF) | 11.1 | $49M | +49% | 305k | 160.35 |
|
| Doordash Cl A (DASH) | 7.8 | $35M | -33% | 188k | 184.53 |
|
| Coupang Cl A (CPNG) | 7.8 | $34M | -8% | 2.0M | 17.37 |
|
| Nebius Group Shs Class A (NBIS) | 7.5 | $33M | -44% | 120k | 276.17 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 7.5 | $33M | -16% | 2.5M | 13.36 |
|
| Pinterest Cl A (PINS) | 6.7 | $29M | +8% | 1.4M | 21.03 |
|
| Global E Online SHS (GLBE) | 6.3 | $28M | NEW | 799k | 34.73 |
|
| Spotify Technology S A SHS (SPOT) | 4.5 | $20M | -21% | 43k | 459.13 |
|
| Ubiquiti (UI) | 4.2 | $18M | -23% | 35k | 534.03 |
|
| NVIDIA Corporation (NVDA) | 4.0 | $18M | NEW | 88k | 200.09 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $17M | NEW | 48k | 353.33 |
|
| State Str Spdr S&p 500 Etf T Put | 1.2 | $5.1M | NEW | 15k | 341.00 |
|
Past Filings by Long Walk Management
SEC 13F filings are viewable for Long Walk Management going back to 2021
- Long Walk Management 2026 Q2 filed Aug. 14, 2026
- 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