Long Walk Management as of Dec. 31, 2024
Portfolio Holdings for Long Walk Management
Long Walk Management holds 11 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cloudflare Cl A Com (NET) | 13.8 | $39M | 359k | 107.68 | |
| Spotify Technology S A SHS (SPOT) | 13.5 | $38M | 84k | 447.38 | |
| Sea Sponsord Ads (SE) | 13.0 | $36M | 342k | 106.10 | |
| Coupang Cl A (CPNG) | 10.2 | $29M | 1.3M | 21.98 | |
| Reddit Cl A (RDDT) | 9.6 | $27M | 165k | 163.44 | |
| Doordash Cl A (DASH) | 8.7 | $24M | 114k | 211.82 | |
| Duolingo Cl A Com (DUOL) | 7.3 | $21M | 63k | 324.23 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.2 | $20M | 105k | 192.35 | |
| Block Cl A (XYZ) | 6.2 | $17M | 203k | 84.99 | |
| Appfolio Com Cl A (APPF) | 5.8 | $16M | 66k | 246.72 | |
| Shopify Cl A (SHOP) | 4.8 | $13M | 125k | 106.33 |
