Long Walk Management LP
14 holdingsFiling period: 2026-06-30Current AUM: $451.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufac | 141.3K | $67.5M | $60.0M | 13.30% | -- | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 153.6K | $54.9M | $52.3M | 11.58% | +16.1K | 2026-06-30 |
| 3 | APPF | Appfolio Inc | 304.9K | $48.9M | $68.2M | 15.11% | +100.4K | 2026-06-30 |
| 4 | DASH | Doordash Inc | 187.5K | $34.6M | $35.9M | 7.96% | -95,000 | 2026-06-30 |
| 5 | CPNG | Coupang Inc | 1.97M | $34.2M | $28.2M | 6.25% | -192,500 | 2026-06-30 |
| 6 | — | Nebius Group N.V. | 120.0K | $33.1M | $33.1M | 7.34% | -97,000 | 2026-06-30 |
| 7 | — | NU Hldgs Ltd | 2.46M | $32.9M | $32.9M | 7.28% | -480,000 | 2026-06-30 |
| 8 | PINS | Pinterest Inc | 1.40M | $29.4M | $32.2M | 7.13% | +110.0K | 2026-06-30 |
| 9 | — | Global E Online Ltd | 798.5K | $27.7M | $27.7M | 6.14% | -- | 2026-06-30 |
| 10 | — | Spotify Technology S A | 43.0K | $19.7M | $19.7M | 4.37% | -11,575 | 2026-06-30 |
| 11 | UI | Ubiquiti Inc | 34.5K | $18.4M | $20.9M | 4.63% | -10,718 | 2026-06-30 |
| 12 | NVDA | NVIDIA Corporation | 87.5K | $17.5M | $18.9M | 4.20% | -- | 2026-06-30 |
| 13 | GOOG | Alphabet Inc | 47.5K | $16.8M | $16.0M | 3.54% | -- | 2026-06-30 |
| 14 | SPY | State Str Spdr S&P 500 ETF T | 15.0K | $5.1M | $5.3M | 1.17% | -- | 2026-06-30 |
← Scroll →