The Analysis of LONG WALK MANAGEMENT LP's Holdings


Currently, LONG WALK MANAGEMENT LP holds 10 types of securities in its portfolio with a total value $449.5M. In the most recent quarter, they have increased their positions in DASH (+161.0K shares, valued at $36.5M), N/A (+100.0K shares, valued at $31.3M), APPF (+93.3K shares, valued at $21.7M); decreased their positions in CPNG (-1.3M shares, valued at $29.7M), NBIS (-178.8K shares, valued at $15.0M), AMD (-65.6K shares, valued at $14.0M); initiated new positions in N/A (+100.0K shares, valued at $31.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
APPF APPFOLIO INC381.8K shares32.32%2025-12-312026-02-12history
DASH DOORDASH INC373.0K shares75.94%2025-12-312026-02-12history
NU NU HLDGS LTD3.8M shares10.55%2025-12-312026-02-12history
UI UBIQUITI INC84.2K shares-0.30%2025-12-312026-02-12history
CPNG COUPANG INC1.7M shares-42.93%2025-12-312026-02-12history
ALPHABET INC ALPHABET INC100.0K sharesnew addition2025-12-312026-02-12history
AMD ADVANCED MICRO DEVICES INC134.4K shares-32.80%2025-12-312026-02-12history
SE SEA LTD222.5K shares-27.05%2025-12-312026-02-12history
Sponsored
NBIS NEBIUS GROUP N.V.294.5K shares-37.77%2025-12-312026-02-12history
SPOT SPOTIFY TECHNOLOGY S A23.3K shares30.90%2025-12-312026-02-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available