Long Walk Management as of June 30, 2021
Portfolio Holdings for Long Walk Management
Long Walk Management holds 6 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cloudflare Cl A Com (NET) | 34.5 | $50M | 475k | 105.84 | |
| Rh (RH) | 14.7 | $21M | 32k | 679.01 | |
| Fastly Cl A (FSLY) | 13.4 | $19M | 326k | 59.60 | |
| Peloton Interactive Cl A Com (PTON) | 13.1 | $19M | 154k | 124.02 | |
| Appfolio Com Cl A (APPF) | 12.9 | $19M | 133k | 141.20 | |
| Square Cl A (SQ) | 11.4 | $17M | 68k | 243.79 |
