Institutions / Long Walk Management LP
Long Walk Management LP
CIK 1869470 · Institution · as of Dec 31, 2025
Portfolio value
$449.50M
Positions
10
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Appfolio Inc | $88.81M | 19.8% |
| DoorDash, Inc. | $84.48M | 18.8% |
| Nu Hldgs Ltd | $63.48M | 14.1% |
| Ubiquiti Inc | $46.56M | 10.4% |
| Coupang, Inc. | $39.51M | 8.8% |
| Alphabet Inc. | $31.30M | 7.0% |
| Advanced Micro Devices Inc | $28.78M | 6.4% |
| Sea Ltd | $28.38M | 6.3% |
| Nebius Group N.V. | $24.65M | 5.5% |
| Spotify Technology S a | $13.53M | 3.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.