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View AllLatest LONG WALK MANAGEMENT LP Stock Portfolio
$154Million
Equity Portfolio Value
Last Reported on: 26 Jan, 2024
About LONG WALK MANAGEMENT LP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, LONG WALK MANAGEMENT LP reported an equity portfolio of $154.4 Millions as of 31 Dec, 2023.
The top stock holdings of LONG WALK MANAGEMENT LP are FND, SHOP, RH. The fund has invested 19.9% of it's portfolio in FLOOR & DECOR HLDGS INC and 17.8% of portfolio in SHOPIFY INC.
The fund managers got completely rid off BLOCK INC (SQ) stocks. They significantly reduced their stock positions in DUOLINGO INC (DUOL), PROCORE TECHNOLOGIES INC (PCOR) and ATLASSIAN CORPORATION (TEAM). LONG WALK MANAGEMENT LP opened new stock positions in RH (RH). The fund showed a lot of confidence in some stocks as they added substantially to APPFOLIO INC (APPF), FLOOR & DECOR HLDGS INC (FND) and SHOPIFY INC (SHOP).
The top stock holdings of LONG WALK MANAGEMENT LP are FND, SHOP, RH. The fund has invested 19.9% of it's portfolio in FLOOR & DECOR HLDGS INC and 17.8% of portfolio in SHOPIFY INC.
The fund managers got completely rid off BLOCK INC (SQ) stocks. They significantly reduced their stock positions in DUOLINGO INC (DUOL), PROCORE TECHNOLOGIES INC (PCOR) and ATLASSIAN CORPORATION (TEAM). LONG WALK MANAGEMENT LP opened new stock positions in RH (RH). The fund showed a lot of confidence in some stocks as they added substantially to APPFOLIO INC (APPF), FLOOR & DECOR HLDGS INC (FND) and SHOPIFY INC (SHOP).
New Buys
| Ticker | $ Bought |
|---|---|
| RH | 23,318,400 |
New stocks bought by LONG WALK MANAGEMENT LP
Additions
| Ticker | % Inc. |
|---|---|
| APPFOLIO INC | 62.67 |
| FLOOR & DECOR HLDGS INC | 50.68 |
| SHOPIFY INC | 22.43 |
Additions to existing portfolio by LONG WALK MANAGEMENT LP
Reductions
| Ticker | % Reduced |
|---|---|
| DUOLINGO INC | -63.83 |
| PROCORE TECHNOLOGIES INC | -52.6 |
| ATLASSIAN CORPORATION | -48.75 |
| CLOUDFLARE INC | -40.35 |
| MICROSOFT CORP | -7.2 |
LONG WALK MANAGEMENT LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| BLOCK INC | -10,179,800 |
LONG WALK MANAGEMENT LP got rid off the above stocks
Current Stock Holdings of LONG WALK MANAGEMENT LP
Last Reported on: 26 Jan, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| APPF | APPFOLIO INC | 13.69 | 122,000 | 21,135,300 | ADDED | 62.67 | |
| DUOL | DUOLINGO INC | 6.24 | 42,500 | 9,641,120 | REDUCED | -63.83 | |
| FND | FLOOR & DECOR HLDGS INC | 19.87 | 275,000 | 30,679,000 | ADDED | 50.68 | |
| MSFT | MICROSOFT CORP | 7.06 | 29,000 | 10,905,200 | REDUCED | -7.2 | |
| NET | CLOUDFLARE INC | 8.25 | 153,000 | 12,738,800 | REDUCED | -40.35 | |
| PCOR | PROCORE TECHNOLOGIES INC | 5.72 | 127,500 | 8,825,550 | REDUCED | -52.6 | |
| RH | RH | 15.10 | 80,000 | 23,318,400 | NEW | ||
| SHOP | SHOPIFY INC | 17.76 | 352,000 | 27,420,800 | ADDED | 22.43 | |
| SQ | BLOCK INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TEAM | ATLASSIAN CORPORATION | 6.32 | 41,000 | 9,752,260 | REDUCED | -48.75 |