LONG WALK MANAGEMENT LP
13F Portfolio Filings
Most recent 13F Q4 2025Location greenwich, CTCIK 0001869470All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
10 | $449.5M | APPF, DASH, NU, UBIQUITI INC | 13F-HR | Feb 12, 2026 | 000186947026000004 | ||
9 | $494.79M | CPNG, APPF, DASH, UBIQUITI INC | 13F-HR | Nov 7, 2025 | 000186947025000013 | ||
9 | $395.1M | CPNG, SE, DASH, APPF | 13F-HR | Aug 14, 2025 | 000186947025000006 | ||
11 | $308.68M | CPNG, SE, APPF, DASH | 13F-HR | May 14, 2025 | 000186947025000004 | ||
11 | $279.34M | NET, SPOTIFY TECHNOLOGY S A, SE, CPNG | 13F-HR | Feb 10, 2025 | 000149315225005586 | ||
10 | $241.66M | RDDT, SPOTIFY TECHNOLOGY S A, NET, SE | 13F-HR | Nov 1, 2024 | 000149315224043285 | ||
9 | $211.8M | RDDT, NET, SHOP, SPOTIFY TECHNOLOGY S A | 13F-HR | Aug 13, 2024 | 000149315224031538 | ||
10 | $200.47M | APPF, SHOP, PCOR, SE | 13F-HR | May 9, 2024 | 000149315224018393 | ||
9 | $154.42M | FND, SHOP, RH, APPF | 13F-HR | Jan 26, 2024 | 000149315224003847 | ||
9 | $135.3M | DUOL, PCOR, FND, NET | 13F-HR | Nov 13, 2023 | 000149315223040462 | ||
8 | $135.24M | XYZ, NET, PCOR, APPF | 13F-HR | Jul 20, 2023 | 000149315223024995 | ||
8 | $112.07M | NET, APPF, DUOL, PCOR | 13F-HR | May 15, 2023 | 000149315223016954 | ||
7 | $92.8M | NET, APPF, SNOW, DDOG | RESTATEMENT | Feb 13, 2023 | 000149315223004472 | ||
7 | $103.93M | NET, APPF, SNOW, PCOR | 13F-HR | Nov 9, 2022 | 000149315222031068 | ||
6 | $103.71M | APPF, SNOW, NET, PCOR | 13F-HR | Aug 2, 2022 | 000149315222020945 | ||
5 | $127.43M | APPF, NET, RH, SNOW | 13F-HR | May 11, 2022 | 000149315222012805 | ||
4 | $146.49M | APPF, NET, SNOW, RH | 13F-HR | Jan 28, 2022 | 000149315222002527 | ||
5 | $132.24M | NET, APPF, RH, FSLY | 13F-HR | Oct 26, 2021 | 000149315221026303 | ||
6 | $145.54M | NET, RH, FSLY, PTON | 13F-HR | Jul 16, 2021 | 000149315221016999 |