Long Walk Management LP — Q4 2021 13F 持股

Name: Long Walk Management LP — 13F Holdings, Q4 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001869470

申报总市值

US$3.4亿

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	APPF	Appfolio INC - A	股票-科技	29.65%	-10.37%	+37.17%
2	NET	Cloudflare INC - Class A	股票-科技	25.67%	—	-38.73%
3	SNOW	Snowflake INC	股票-科技	25.67%	—	—
4	RH	Rh	股票-周期性消费	19.01%	—	+65.15%

Long Walk Management LP Q4 2021 主要持股与持仓变动 | AlphaSMO