CIK: 0001869470
Total reported value
$343.5M
Reporting period: 2026-03-31 · Number of holdings: 11
LONG WALK MANAGEMENT LP disclosed 11 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $343.5M and a quarterly turnover rate of 69.1%.
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Long Walk Management LP's disclosed holdings carry a Herfindahl concentration index of 0.098 — mathematically equivalent to about 10 equally-sized positions, close to its 11 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.30), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
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Trim APPF
-46.4% -$56.5M
Trim DASH
-24.3% -$42.1M
Add SPOT
+134.2% $12.9M
Add GOOGL
+37.5% $8.2M
Add CPNG
+29.1% $1.3M
Trim NU
-22.5% -$21.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DASH | Doordash INC - A | Stock-Consumer Disc | 12.35% | -6.44% | -24.26% | |
| 2 | NU | Nu Holdings Ltd. | Stock-Financials | 12.30% | -1.82% | -22.47% | |
| 3 | CPNG | Coupang INC | Stock-Consumer Disc | 11.88% | +3.09% | +29.10% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 11.51% | +4.55% | +37.50% | |
| 5 | UI | Ubiquiti INC | Stock-Tech | 10.41% | +0.05% | -46.23% | |
| 6 | APPF | Appfolio INC - A | Stock-Tech | 9.39% | -10.37% | -46.43% | |
| 7 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 7.70% | +4.69% | +134.23% | |
| 8 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 6.89% | +6.89% | NEW | |
| 9 | NBIS | Nebius Group NV | Stock-Other | 6.55% | +1.07% | -26.32% | |
| 10 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 5.97% | +5.97% | NEW | |
| 11 | NFLX | Netflix INC | Stock-Comm Services | 5.04% | +5.04% | NEW |
Performance for Q3 2026
-8.3%
Performance Last 4 Quarters
-13.3%
Based on 74% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q1 | 11 | $343.5M | 69 | ||
| 2025 Q4 | 10 | $449.5M | 42 | ||
| 2025 Q3 | 9 | $494.8M | 89 | ||
| 2025 Q2 | 9 | $395.1M | 0 | ||
| 2025 Q1 | 11 | $308.7M | 100 | ||
| 2024 Q4 | 11 | $279.3M | 0 | ||
| 2024 Q3 | 10 | $241.7M | 0 | ||
| 2024 Q2 | 9 | $211.8M | 0 | ||
| 2024 Q1 | 10 | $200.5M | 0 | ||
| 2023 Q4 | 9 | $154.4M | 0 | ||
| 2023 Q3 | 9 | $135.3M | 0 | ||
| 2023 Q2 | 8 | $135.2M | 0 | ||
| 2023 Q1 | 8 | $112.1M | 0 | ||
| 2022 Q4 | 7 | $92.8M | 0 | ||
| 2022 Q3 | 7 | $103.9M | 0 | ||
| 2022 Q2 | 6 | $103.7M | 0 | ||
| 2022 Q1 | 5 | $127.4M | 0 | ||
| 2021 Q4 | 4 | $146.5M | 0 | ||
| 2021 Q3 | 5 | $132.2M | 0 | ||
| 2021 Q2 | 6 | $145.5M | 0 |
Long Walk Management LP's most significant position changes for 2026-03-31: Sold out: Advanced Micro Devices (AMD); Sold out: Sea Ltd-adr (SE); New buy: Pinterest Inc- Class A (PINS); New buy: Airbnb Inc-class A (ABNB); New buy: Netflix INC (NFLX).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPOT | Spotify Technology S.A. | +4.7% | +134.23% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +4.6% | +37.50% | Add |
| 3 | CPNG | Coupang INC | +3.1% | +29.10% | Add |
| 4 | NBIS | Nebius Group NV | +1.1% | -26.32% | Trim |
| 5 | UI | Ubiquiti INC | +0.1% | -46.23% | Trim |
| 6 | NU | Nu Holdings Ltd. | -1.8% | -22.47% | Trim |
| 7 | DASH | Doordash INC - A | -6.4% | -24.26% | Trim |
| 8 | APPF | Appfolio INC - A | -10.4% | -46.43% | Trim |
| 9 | AMD | Advanced Micro Devices | — | EXIT | Sold out |
| 10 | SE | Sea Ltd-adr | — | EXIT | Sold out |
| 11 | PINS | Pinterest Inc- Class A | — | NEW | New buy |
| 12 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 13 | NFLX | Netflix INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026 Q1 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025 Q4 | 2026-02-12 | 13F-HR | View on EDGAR |
| 2025 Q3 | 2025-11-07 | 13F-HR | View on EDGAR |
| 2025 Q2 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025 Q1 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024 Q4 | 2025-02-10 | 13F-HR | View on EDGAR |
| 2024 Q3 | 2024-11-01 | 13F-HR | View on EDGAR |
| 2024 Q2 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024 Q1 | 2024-05-09 | 13F-HR | View on EDGAR |
| 2023 Q4 | 2024-01-26 | 13F-HR | View on EDGAR |
| 2023 Q3 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023 Q2 | 2023-07-20 | 13F-HR | View on EDGAR |
| 2023 Q1 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022 Q4 | 2023-02-13 | Amendment | View on EDGAR |
| 2022 Q4 | 2023-01-23 | 13F-HR | View on EDGAR |
| 2022 Q3 | 2022-11-09 | 13F-HR | View on EDGAR |
| 2022 Q2 | 2022-08-02 | 13F-HR | View on EDGAR |
| 2022 Q1 | 2022-05-11 | 13F-HR | View on EDGAR |
| 2021 Q4 | 2022-01-28 | 13F-HR | View on EDGAR |
| 2021 Q3 | 2021-10-26 | 13F-HR | View on EDGAR |
| 2021 Q2 | 2021-07-16 | 13F-HR | View on EDGAR |
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