Long Walk Management
Latest statistics and disclosures from Long Walk Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FND, SHOP, RH, APPF, NET, and represent 74.66% of Long Walk Management's stock portfolio.
- Added to shares of these 4 stocks: RH (+$23M), FND (+$10M), APPF (+$8.1M), SHOP (+$5.0M).
- Started 1 new stock position in RH.
- Reduced shares in these 6 stocks: DUOL (-$17M), SQ (-$10M), PCOR (-$9.8M), TEAM (-$9.3M), NET (-$8.6M), MSFT.
- Sold out of its position in SQ.
- Long Walk Management was a net seller of stock by $-8.9M.
- Long Walk Management has $154M in assets under management (AUM), dropping by 14.13%.
- 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 December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Floor & Decor Hldgs Cl A (FND) | 19.9 | $31M | +50% | 275k | 111.56 |
|
| Shopify Cl A (SHOP) | 17.8 | $27M | +22% | 352k | 77.90 |
|
| Rh (RH) | 15.1 | $23M | NEW | 80k | 291.48 |
|
| Appfolio Com Cl A (APPF) | 13.7 | $21M | +62% | 122k | 173.24 |
|
| Cloudflare Cl A Com (NET) | 8.2 | $13M | -40% | 153k | 83.26 |
|
| Microsoft Corporation (MSFT) | 7.1 | $11M | -7% | 29k | 376.04 |
|
| Atlassian Corporation Cl A (TEAM) | 6.3 | $9.8M | -48% | 41k | 237.86 |
|
| Duolingo Cl A Com (DUOL) | 6.2 | $9.6M | -63% | 43k | 226.85 |
|
| Procore Technologies (PCOR) | 5.7 | $8.8M | -52% | 128k | 69.22 |
|
Past Filings by Long Walk Management
SEC 13F filings are viewable for Long Walk Management going back to 2021
- 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
- Long Walk Management 2021 Q4 filed Jan. 28, 2022
- Long Walk Management 2021 Q3 filed Oct. 26, 2021
- Long Walk Management 2021 Q2 filed July 16, 2021