Long Walk Management as of June 30, 2025
Portfolio Holdings for Long Walk Management
Long Walk Management holds 9 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupang Cl A (CPNG) | 19.1 | $76M | 2.5M | 29.96 | |
| Sea Sponsord Ads (SE) | 17.5 | $69M | 432k | 159.94 | |
| Doordash Cl A (DASH) | 16.5 | $65M | 265k | 246.51 | |
| Appfolio Com Cl A (APPF) | 16.1 | $64M | 276k | 230.28 | |
| Ubiquiti (UI) | 7.2 | $29M | 69k | 411.65 | |
| Nebius Group Shs Class A (NBIS) | 7.0 | $28M | 500k | 55.33 | |
| Nu Hldgs Ord Shs Cl A (NU) | 6.5 | $26M | 1.9M | 13.72 | |
| Spotify Technology S A SHS (SPOT) | 6.1 | $24M | 31k | 767.34 | |
| Cloudflare Cl A Com (NET) | 4.1 | $16M | 82k | 195.83 |
