Long Walk Management as of Sept. 30, 2025
Portfolio Holdings for Long Walk Management
Long Walk Management holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupang Cl A (CPNG) | 19.1 | $95M | 2.9M | 32.20 | |
| Appfolio Com Cl A (APPF) | 16.1 | $80M | 289k | 275.66 | |
| Doordash Cl A (DASH) | 11.7 | $58M | 212k | 271.99 | |
| Ubiquiti (UI) | 11.3 | $56M | 84k | 660.58 | |
| Nu Hldgs Ord Shs Cl A (NU) | 11.1 | $55M | 3.4M | 16.01 | |
| Sea Sponsord Ads (SE) | 11.0 | $55M | 305k | 178.73 | |
| Nebius Group Shs Class A (NBIS) | 10.7 | $53M | 473k | 112.27 | |
| Advanced Micro Devices (AMD) | 6.5 | $32M | 200k | 161.79 | |
| Spotify Technology S A SHS (SPOT) | 2.5 | $12M | 18k | 698.00 |
