Long Walk Management as of Dec. 31, 2023
Portfolio Holdings for Long Walk Management
Long Walk Management holds 9 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Floor & Decor Hldgs Cl A (FND) | 19.9 | $31M | 275k | 111.56 | |
| Shopify Cl A (SHOP) | 17.8 | $27M | 352k | 77.90 | |
| Rh (RH) | 15.1 | $23M | 80k | 291.48 | |
| Appfolio Com Cl A (APPF) | 13.7 | $21M | 122k | 173.24 | |
| Cloudflare Cl A Com (NET) | 8.2 | $13M | 153k | 83.26 | |
| Microsoft Corporation (MSFT) | 7.1 | $11M | 29k | 376.04 | |
| Atlassian Corporation Cl A (TEAM) | 6.3 | $9.8M | 41k | 237.86 | |
| Duolingo Cl A Com (DUOL) | 6.2 | $9.6M | 43k | 226.85 | |
| Procore Technologies (PCOR) | 5.7 | $8.8M | 128k | 69.22 |
