Long Walk Management as of March 31, 2023
Portfolio Holdings for Long Walk Management
Long Walk Management holds 8 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cloudflare Cl A Com (NET) | 27.5 | $31M | 499k | 61.66 | |
| Appfolio Com Cl A (APPF) | 17.4 | $20M | 157k | 124.48 | |
| Duolingo Cl A Com (DUOL) | 15.8 | $18M | 124k | 142.59 | |
| Procore Technologies (PCOR) | 13.1 | $15M | 235k | 62.63 | |
| Block Cl A (XYZ) | 11.1 | $13M | 182k | 68.65 | |
| Microsoft Corporation (MSFT) | 7.7 | $8.6M | 30k | 288.30 | |
| Rh (RH) | 5.0 | $5.6M | 23k | 243.55 | |
| Snowflake Cl A (SNOW) | 2.5 | $2.8M | 18k | 154.29 |
