Long Walk Management as of March 31, 2024
Portfolio Holdings for Long Walk Management
Long Walk Management holds 10 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Appfolio Com Cl A (APPF) | 17.6 | $35M | 143k | 246.74 | |
| Shopify Cl A (SHOP) | 16.0 | $32M | 415k | 77.17 | |
| Procore Technologies (PCOR) | 10.5 | $21M | 256k | 82.17 | |
| Sea Sponsord Ads (SE) | 10.4 | $21M | 390k | 53.71 | |
| Floor & Decor Hldgs Cl A (FND) | 9.9 | $20M | 154k | 129.62 | |
| Cloudflare Cl A Com (NET) | 9.9 | $20M | 205k | 96.83 | |
| Spotify Technology S A SHS (SPOT) | 9.7 | $19M | 74k | 263.90 | |
| Microsoft Corporation (MSFT) | 6.3 | $13M | 30k | 420.72 | |
| Rh (RH) | 5.0 | $9.9M | 29k | 348.26 | |
| Duolingo Cl A Com (DUOL) | 4.7 | $9.5M | 43k | 220.58 |
