LONG WALK MANAGEMENT LP
14 holdingsFiling period: 2026-06-30Current AUM: $445.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 141.3K | $67.5M | $58.4M | 13.12% | -- | 2026-06-30 |
| 2 | GOOGL | ALPHABET INC | 153.6K | $54.9M | $53.0M | 11.89% | +16.1K | 2026-06-30 |
| 3 | APPF | APPFOLIO INC | 304.9K | $48.9M | $68.9M | 15.46% | +100.4K | 2026-06-30 |
| 4 | DASH | DOORDASH INC | 187.5K | $34.6M | $37.2M | 8.34% | -95,000 | 2026-06-30 |
| 5 | CPNG | COUPANG INC | 1.97M | $34.2M | $28.9M | 6.49% | -192,500 | 2026-06-30 |
| 6 | — | NEBIUS GROUP N.V. | 120.0K | $33.1M | $33.1M | 7.44% | -97,000 | 2026-06-30 |
| 7 | — | NU HLDGS LTD | 2.46M | $32.9M | $32.9M | 7.38% | -480,000 | 2026-06-30 |
| 8 | PINS | PINTEREST INC | 1.40M | $29.4M | $26.3M | 5.89% | +110.0K | 2026-06-30 |
| 9 | — | GLOBAL E ONLINE LTD | 798.5K | $27.7M | $27.7M | 6.22% | -- | 2026-06-30 |
| 10 | — | SPOTIFY TECHNOLOGY S A | 43.0K | $19.7M | $19.7M | 4.43% | -11,575 | 2026-06-30 |
| 11 | UI | UBIQUITI INC | 34.5K | $18.4M | $19.4M | 4.36% | -10,718 | 2026-06-30 |
| 12 | NVDA | NVIDIA CORPORATION | 87.5K | $17.5M | $18.6M | 4.17% | -- | 2026-06-30 |
| 13 | GOOG | ALPHABET INC | 47.5K | $16.8M | $16.2M | 3.64% | -- | 2026-06-30 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | 15.0K | $5.1M | $5.2M | 1.16% | -- | 2026-06-30 |
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