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
- 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