Long Walk Management as of Dec. 31, 2025
Portfolio Holdings for Long Walk Management
Long Walk Management holds 10 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Appfolio Com Cl A (APPF) | 19.8 | $89M | 382k | 232.65 | |
| Doordash Cl A (DASH) | 18.8 | $85M | 373k | 226.48 | |
| Nu Hldgs Ord Shs Cl A (NU) | 14.1 | $64M | 3.8M | 16.74 | |
| Ubiquiti (UI) | 10.4 | $47M | 84k | 553.35 | |
| Coupang Cl A (CPNG) | 8.8 | $40M | 1.7M | 23.59 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $31M | 100k | 313.00 | |
| Advanced Micro Devices (AMD) | 6.4 | $29M | 134k | 214.16 | |
| Sea Sponsord Ads (SE) | 6.3 | $28M | 223k | 127.57 | |
| Nebius Group Shs Class A (NBIS) | 5.5 | $25M | 295k | 83.70 | |
| Spotify Technology S A SHS (SPOT) | 3.0 | $14M | 23k | 580.71 |
