Long Walk Management as of June 30, 2026
Portfolio Holdings for Long Walk Management
Long Walk Management holds 14 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 15.3 | $68M | 141k | 477.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 12.5 | $55M | 154k | 357.37 | |
| Appfolio Com Cl A (APPF) | 11.1 | $49M | 305k | 160.35 | |
| Doordash Cl A (DASH) | 7.8 | $35M | 188k | 184.53 | |
| Coupang Cl A (CPNG) | 7.8 | $34M | 2.0M | 17.37 | |
| Nebius Group Shs Class A (NBIS) | 7.5 | $33M | 120k | 276.17 | |
| Nu Hldgs Ord Shs Cl A (NU) | 7.5 | $33M | 2.5M | 13.36 | |
| Pinterest Cl A (PINS) | 6.7 | $29M | 1.4M | 21.03 | |
| Global E Online SHS (GLBE) | 6.3 | $28M | 799k | 34.73 | |
| Spotify Technology S A SHS (SPOT) | 4.5 | $20M | 43k | 459.13 | |
| Ubiquiti (UI) | 4.2 | $18M | 35k | 534.03 | |
| NVIDIA Corporation (NVDA) | 4.0 | $18M | 88k | 200.09 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $17M | 48k | 353.33 | |
| State Str Spdr S&p 500 Etf T Put | 1.2 | $5.1M | 15k | 341.00 |
