Long Walk Management as of March 31, 2025
Portfolio Holdings for Long Walk Management
Long Walk Management holds 11 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupang Cl A (CPNG) | 17.2 | $53M | 2.4M | 21.93 | |
| Sea Sponsord Ads (SE) | 16.7 | $51M | 394k | 130.47 | |
| Appfolio Com Cl A (APPF) | 11.0 | $34M | 155k | 219.90 | |
| Doordash Cl A (DASH) | 10.0 | $31M | 169k | 182.77 | |
| Reddit Cl A (RDDT) | 9.3 | $29M | 273k | 104.88 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.8 | $27M | 176k | 154.62 | |
| Spotify Technology S A SHS (SPOT) | 8.3 | $26M | 47k | 550.06 | |
| Nu Hldgs Ord Shs Cl A (NU) | 7.5 | $23M | 2.3M | 10.24 | |
| Cloudflare Cl A Com (NET) | 5.0 | $16M | 138k | 112.68 | |
| Shopify Cl A (SHOP) | 3.2 | $9.9M | 103k | 95.46 | |
| Duolingo Cl A Com (DUOL) | 3.0 | $9.4M | 30k | 310.54 |
