Long Walk Management as of Sept. 30, 2023
Portfolio Holdings for Long Walk Management
Long Walk Management holds 9 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Duolingo Cl A Com (DUOL) | 14.4 | $20M | 118k | 165.87 | |
| Procore Technologies (PCOR) | 13.0 | $18M | 269k | 65.32 | |
| Floor & Decor Hldgs Cl A (FND) | 12.2 | $17M | 183k | 90.50 | |
| Cloudflare Cl A Com (NET) | 12.0 | $16M | 257k | 63.04 | |
| Atlassian Corporation Cl A (TEAM) | 11.9 | $16M | 80k | 201.51 | |
| Shopify Cl A (SHOP) | 11.6 | $16M | 288k | 54.57 | |
| Appfolio Com Cl A (APPF) | 10.1 | $14M | 75k | 182.63 | |
| Block Cl A (SQ) | 7.5 | $10M | 230k | 44.26 | |
| Microsoft Corporation (MSFT) | 7.3 | $9.9M | 31k | 315.75 |
