Long Walk Management as of March 31, 2026
Portfolio Holdings for Long Walk Management
Long Walk Management holds 11 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Doordash Cl A (DASH) | 12.3 | $42M | 283k | 150.15 | |
| Nu Hldgs Ord Shs Cl A (NU) | 12.3 | $42M | 2.9M | 14.37 | |
| Coupang Cl A (CPNG) | 11.9 | $41M | 2.2M | 18.88 | |
| Alphabet Cap Stk Cl A (GOOGL) | 11.5 | $40M | 138k | 287.56 | |
| Ubiquiti (UI) | 10.4 | $36M | 45k | 790.29 | |
| Appfolio Com Cl A (APPF) | 9.4 | $32M | 205k | 157.82 | |
| Spotify Technology S A SHS (SPOT) | 7.7 | $27M | 55k | 484.91 | |
| Pinterest Cl A (PINS) | 6.9 | $24M | 1.3M | 18.34 | |
| Nebius Group Shs Class A (NBIS) | 6.6 | $23M | 217k | 103.76 | |
| Airbnb Com Cl A (ABNB) | 6.0 | $21M | 163k | 126.28 | |
| Netflix (NFLX) | 5.0 | $17M | 180k | 96.15 |
