LONG WALK MANAGEMENT LP
11 holdingsFiling period: 2026-03-31Current AUM: $361.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DASH | DOORDASH INC | 282.5K | $42.4M | $55.4M | 15.33% | -90,500 | 2026-03-31 |
| 2 | — | NU HLDGS LTD | 2.94M | $42.2M | $42.2M | 11.69% | -852,000 | 2026-03-31 |
| 3 | CPNG | COUPANG INC | 2.16M | $40.8M | $35.4M | 9.78% | +487.5K | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 137.5K | $39.5M | $49.0M | 13.55% | +37.5K | 2026-03-31 |
| 5 | UI | UBIQUITI INC | 45.3K | $35.8M | $25.2M | 6.97% | -38,900 | 2026-03-31 |
| 6 | APPF | APPFOLIO INC | 204.5K | $32.3M | $36.8M | 10.19% | -177,250 | 2026-03-31 |
| 7 | — | SPOTIFY TECHNOLOGY S A | 54.6K | $26.5M | $26.5M | 7.32% | +31.3K | 2026-03-31 |
| 8 | PINS | PINTEREST INC | 1.29M | $23.7M | $31.0M | 8.57% | -- | 2026-03-31 |
| 9 | — | NEBIUS GROUP N.V. | 217.0K | $22.5M | $22.5M | 6.23% | -77,500 | 2026-03-31 |
| 10 | ABNB | AIRBNB INC | 162.5K | $20.5M | $24.6M | 6.81% | -- | 2026-03-31 |
| 11 | NFLX | NETFLIX INC. | 180.0K | $17.3M | $12.9M | 3.57% | -- | 2026-03-31 |
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