Long Walk Management as of June 30, 2023
Portfolio Holdings for Long Walk Management
Long Walk Management holds 8 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Block Cl A (SQ) | 16.2 | $22M | 330k | 66.57 | |
| Cloudflare Cl A Com (NET) | 15.2 | $21M | 315k | 65.37 | |
| Procore Technologies (PCOR) | 14.2 | $19M | 295k | 65.07 | |
| Appfolio Com Cl A (APPF) | 13.9 | $19M | 110k | 172.14 | |
| Floor & Decor Hldgs Cl A (FND) | 11.9 | $16M | 155k | 103.96 | |
| Duolingo Cl A Com (DUOL) | 10.6 | $14M | 101k | 142.94 | |
| Rh (RH) | 10.0 | $14M | 41k | 329.59 | |
| Microsoft Corporation (MSFT) | 7.9 | $11M | 31k | 340.54 |
