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CIK: 0001869470
Total reported value
$440.8M
$440.8M
10 檔
29.3%
As reported in its official Q1 2024 Form 13F filing, Long Walk Management LP's tracked investment portfolio stood at $440.8M with 10 total positions.
During Q1 2024, Long Walk Management LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APPF | Appfolio Inc - A | Stock-Tech | 17.60% | +1.70% | +17.21% | |
| 2 | SHOP | Shopify Inc - Class A | Stock-Tech | 15.98% | — | +17.90% | |
| 3 | PCOR | Procore Technologies Inc | Stock-Tech | 10.49% | — | +100.78% | |
| 4 | SE | Sea Ltd-adr | Stock-Comm Services | 10.45% | — | — | |
| 5 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 9.93% | — | -44.18% | |
| 6 | NET | Cloudflare Inc - Class A | Stock-Tech | 9.90% | — | +33.99% | |
| 7 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 9.68% | -3.22% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 6.30% | — | +3.45% | |
| 9 | RH | Rh | Stock-Consumer Disc | 4.95% | — | -64.38% | |
| 10 | DUOL | Duolingo | Stock-Tech | 4.73% | — | +1.18% |
According to official SEC Form 13F filings, Long Walk Management LP reported a total U.S. public equity portfolio value of $440.8M across 10 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including APPF, SHOP, PCOR) accounted for 29.3% of total reported equity market value during Q1 2024.
During Q1 2024, Long Walk Management LP's top holdings by market value included APPF (17.6%)、SHOP (16.0%)、PCOR (10.5%). The largest single position, APPF, represented 17.6% of total portfolio value.
In Q1 2024, Long Walk Management LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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