Latest LONG WALK MANAGEMENT LP Stock Portfolio
About LONG WALK MANAGEMENT LP and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, LONG WALK MANAGEMENT LP reported an equity portfolio of $494.8 Millions as of 30 Sep, 2025.
The top stock holdings of LONG WALK MANAGEMENT LP are CPNG, APPF, DASH. The fund has invested 19.1% of it's portfolio in COUPANG INC and 16.1% of portfolio in APPFOLIO INC .
The fund managers got completely rid off CLOUDFLARE INC (NET) stocks. They significantly reduced their stock positions in SPOTIFY TECHNOLOGY S A, SEA LTD (SE) and DOORDASH INC (DASH). LONG WALK MANAGEMENT LP opened new stock positions in ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to NU HLDGS LTD (NU), UBIQUITI INC (UI) and COUPANG INC (CPNG).
The top stock holdings of LONG WALK MANAGEMENT LP are CPNG, APPF, DASH. The fund has invested 19.1% of it's portfolio in COUPANG INC and 16.1% of portfolio in APPFOLIO INC .
The fund managers got completely rid off CLOUDFLARE INC (NET) stocks. They significantly reduced their stock positions in SPOTIFY TECHNOLOGY S A, SEA LTD (SE) and DOORDASH INC (DASH). LONG WALK MANAGEMENT LP opened new stock positions in ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to NU HLDGS LTD (NU), UBIQUITI INC (UI) and COUPANG INC (CPNG).
LONG WALK MANAGEMENT LP Annual Return Estimates Vs S&P 500
- Performance
New Buys
| Ticker | $ Bought |
|---|---|
| advanced micro devices inc | 32,358,000 |
New stocks bought by LONG WALK MANAGEMENT LP
Additions
| Ticker | % Inc. |
|---|---|
| nu hldgs ltd | 84.41 |
| ubiquiti inc | 21.99 |
| coupang inc | 16.39 |
| appfolio inc | 4.41 |
Additions to existing portfolio by LONG WALK MANAGEMENT LP
Reductions
| Ticker | % Reduced |
|---|---|
| spotify technology s a | -42.99 |
| sea ltd | -29.32 |
| doordash inc | -19.92 |
| nebius group n.v. | -5.35 |
LONG WALK MANAGEMENT LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| cloudflare inc | -16,012,000 |
LONG WALK MANAGEMENT LP got rid off the above stocks
Sector Distribution
- Others
- Technology
- Consumer Cyclical
- Communication Services
| Sector | % |
|---|---|
| Others | 35.4 |
| Technology | 33.9 |
| Consumer Cyclical | 19.1 |
| Communication Services | 11.7 |
Market Cap. Distribution
- LARGE-CAP
- UNALLOCATED
- MID-CAP
- MEGA-CAP
| Category | % |
|---|---|
| LARGE-CAP | 42 |
| UNALLOCATED | 35.4 |
| MID-CAP | 16.1 |
| MEGA-CAP | 6.5 |
Stocks belong to which Index?
- Others
- RUSSELL 2000
- S&P 500
| Index | % |
|---|---|
| Others | 77.4 |
| RUSSELL 2000 | 16.1 |
| S&P 500 | 6.5 |
LONG WALK MANAGEMENT LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of LONG WALK MANAGEMENT LP
Last Reported on: 07 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AMD | advanced micro devices inc | 6.54 | 200,000 | 32,358,000 | new | |||
| APPF | appfolio inc | 16.07 | 288,500 | 79,527,900 | added | 4.41 | ||
| CPNG | coupang inc | 19.10 | 2,935,000 | 94,507,000 | added | 16.39 | ||
| DASH | doordash inc | 11.65 | 212,000 | 57,661,900 | reduced | -19.92 | ||
| NET | cloudflare inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| NU | nu hldgs ltd | 11.10 | 3,430,000 | 54,914,300 | added | 84.41 | ||
| SE | sea ltd | 11.02 | 305,000 | 54,512,600 | reduced | -29.32 | ||
| UI | ubiquiti inc | 11.27 | 84,400 | 55,753,000 | added | 21.99 | ||
| YNDX | nebius group n.v. | 10.74 | 473,250 | 53,131,800 | reduced | -5.35 | ||
| spotify technology s a | 2.51 | 17,800 | 12,424,400 | reduced | -42.99 | |||