Long Walk Management as of Sept. 30, 2024
Portfolio Holdings for Long Walk Management
Long Walk Management holds 10 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Reddit Cl A (RDDT) | 19.5 | $47M | 715k | 65.92 | |
| Spotify Technology S A SHS (SPOT) | 12.9 | $31M | 85k | 368.53 | |
| Cloudflare Cl A Com (NET) | 12.5 | $30M | 372k | 80.89 | |
| Sea Sponsord Ads (SE) | 11.9 | $29M | 305k | 94.28 | |
| Coupang Cl A (CPNG) | 9.7 | $23M | 950k | 24.55 | |
| Duolingo Cl A Com (DUOL) | 8.7 | $21M | 74k | 282.02 | |
| Shopify Cl A (SHOP) | 7.6 | $18M | 230k | 80.14 | |
| Doordash Cl A (DASH) | 6.7 | $16M | 114k | 142.73 | |
| Block Cl A (SQ) | 5.6 | $14M | 203k | 67.13 | |
| Appfolio Com Cl A (APPF) | 4.9 | $12M | 51k | 235.40 |
