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
- 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