Long Walk Management as of June 30, 2024
Portfolio Holdings for Long Walk Management
Long Walk Management holds 9 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Reddit Cl A (RDDT) | 16.8 | $36M | 558k | 63.89 | |
| Cloudflare Cl A Com (NET) | 14.6 | $31M | 374k | 82.83 | |
| Shopify Cl A (SHOP) | 14.0 | $30M | 448k | 66.05 | |
| Spotify Technology S A SHS (SPOT) | 12.6 | $27M | 85k | 313.79 | |
| Procore Technologies (PCOR) | 12.0 | $25M | 383k | 66.31 | |
| Sea Sponsord Ads (SE) | 11.6 | $25M | 345k | 71.42 | |
| Appfolio Com Cl A (APPF) | 10.3 | $22M | 90k | 244.57 | |
| Floor & Decor Hldgs Cl A (FND) | 4.3 | $9.2M | 93k | 99.41 | |
| Duolingo Cl A Com (DUOL) | 3.7 | $7.9M | 38k | 208.67 |
