Long Walk Management

Long Walk Management as of Sept. 30, 2021

Portfolio Holdings for Long Walk Management

Long Walk Management holds 5 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cloudflare Cl A Com (NET) 39.8 $53M 467k 112.65
Appfolio Com Cl A (APPF) 23.8 $32M 262k 120.40
Rh (RH) 15.9 $21M 32k 666.90
Fastly Cl A (FSLY) 13.1 $17M 429k 40.44
Peloton Interactive Cl A Com (PTON) 7.4 $9.8M 113k 87.05