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CIK: 0001869470
Total reported value
$440.8M
$440.8M
11 檔
38.1%
During the Q4 2024 filing period, Long Walk Management LP (CIK: 0001869470) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $440.8M across 11 reported positions.
During Q4 2024, Long Walk Management LP performed routine portfolio adjustments (1 new buys, 4 additions, 5 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NET | Cloudflare Inc - Class A | Stock-Tech | 13.84% | — | -3.56% | |
| 2 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 13.45% | -3.22% | -0.59% | |
| 3 | SE | Sea Ltd-adr | Stock-Comm Services | 12.98% | — | +12.05% | |
| 4 | CPNG | Coupang Inc | Stock-Consumer Disc | 10.20% | -4.12% | +36.47% | |
| 5 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 9.62% | — | -76.99% | |
| 6 | DASH | Doordash Inc - A | Stock-Consumer Disc | 8.66% | -4.50% | +0.18% | |
| 7 | DUOL | Duolingo | Stock-Tech | 7.34% | — | -14.87% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.20% | +0.94% | — | |
| 9 | XYZ | Block Inc | Stock-Financials | 6.16% | — | — | |
| 10 | APPF | Appfolio Inc - A | Stock-Tech | 5.79% | +1.70% | +29.06% | |
| 11 | SHOP | Shopify Inc - Class A | Stock-Tech | 4.76% | — | -45.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +7.2% | NEW | New buy |
| 2 | DASH | Doordash Inc - A | +1.9% | +0.18% | Add |
| 3 | NET | Cloudflare Inc - Class A | +1.4% | -3.56% | Trim |
| 4 | SE | Sea Ltd-adr | +1.1% | +12.05% | Add |
| 5 | APPF | Appfolio Inc - A | +0.9% | +29.06% | Add |
| 6 | SPOT | Spotify Technology S.A. | +0.6% | -0.59% | Trim |
| 7 | CPNG | Coupang Inc | +0.6% | +36.47% | Add |
| 8 | XYZ | Block Inc | +0.5% | — | Unchanged |
| 9 | DUOL | Duolingo | -1.3% | -14.87% | Trim |
| 10 | SHOP | Shopify Inc - Class A | -2.9% | -45.65% | Trim |
| 11 | RDDT | Reddit Inc-cl A | -9.9% | -76.99% | Trim |
According to official SEC Form 13F filings, Long Walk Management LP reported a total U.S. public equity portfolio value of $440.8M across 11 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NET, SPOT, SE) accounted for 38.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
GOOGL
市值: $20.1M
Top Position Liquidated / Trimmed
RDDT
前期市值: $47.1M
During Q4 2024, Long Walk Management LP's top holdings by market value included NET (13.8%)、SPOT (13.4%)、SE (13.0%). The largest single position, NET, represented 13.8% of total portfolio value.
In Q4 2024, Long Walk Management LP made 10 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 5 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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