LW

LONG WALK MANAGEMENT LP

13F
LONG WALK MANAGEMENT LP
Last update 2025-05-14 11 Stocks (1 new)
Value $309.00 Mil Turnover 34 %
Countries:
Top Holdings: CPNG(17.17%)SE(16.65%)APPF(11.03%)DASH(10.01%)RDDT(9.26%)
Summary Stock Picks Current Portfolio
LONG WALK MANAGEMENT LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CPNG
Coupang Inc
2,417,500
53,011.6
+86.46%
17.170
+7.96%
0.130
+50.23%
+35.46%
54,059.9
Retail - Cyclical
SE
Sea Ltd
394,000
51,404.8
+15.29%
16.650
+2.21%
0.070
+40.18%
+39.48%
87,613.0
Retail - Cyclical
APPF
AppFolio Inc
154,800
34,040.3
+136.34%
11.030
+6.36%
0.430
+16.38%
-1.77%
8,731.9
Software
DASH
DoorDash Inc
169,000
30,887.8
+47.99%
10.010
+3.25%
0.040
+46.02%
+44.28%
102,558.8
Retail - Cyclical
RDDT
Reddit Inc
272,500
28,580.5
+65.65%
9.260
+3.67%
0.150
+66.19%
-9.61%
27,259.2
Interactive Media
GOOGL
Alphabet Inc
176,000
27,213.5
+68.42%
8.820
+3.58%
0.000
+20.72%
-7.62%
2,121,298.3
Interactive Media
SPOT
Spotify Technology SA
46,750
25,715.4
-44.35%
8.330
-5.96%
0.020
+38.99%
+61.04%
147,730.8
Interactive Media
NU
Nu Holdings Ltd
2,250,000
23,040.0
New Holding
7.460
+7.46%
0.050
+35.21%
+30.12%
65,033.0
Banks
NET
Cloudflare Inc
137,850
15,532.4
-61.60%
5.030
-8.53%
0.040
+95.61%
+77.03%
66,072.6
Software
SHOP
Shopify Inc
103,250
9,856.7
-17.40%
3.190
-0.83%
0.010
+47.15%
+6.69%
147,743.5
Software

LONG WALK MANAGEMENT LP's Historical Top Holdings Breakdowns

LONG WALK MANAGEMENT LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NET
Cloudflare Inc
2025-03-31
Reduce
Reduce
-8.53%
●
110.71 ($132.56) 176.5
$190.63
43.80%
Reduce -61.6%
137,850
-221,150
CPNG
Coupang Inc
2025-03-31
Add
Add
+7.96%
●
21.34 ($23.24) 25.52
$29.77
28.12%
Add 86.46%
2,417,500
1,121,000
NU
Nu Holdings Ltd
2025-03-31
New Buy
New Buy
+7.46%
●
10.12 ($11.82) 13.95
$13.48
14.04%
New holding
2,250,000
2,250,000
APPF
AppFolio Inc
2025-03-31
Add
Add
+6.36%
●
206.66 ($229.4) 260.64
$242.36
5.65%
Add 136.34%
154,800
89,300
XYZ
Block Inc
2025-03-31
Sold Out
Sold Out
-6.16%
●
54.04 ($74.64) 92.95
$68.11
-8.76%
Sold Out
0
-202,500
SPOT
Spotify Technology SA
2025-03-31
Reduce
Reduce
-5.96%
●
457.79 ($558.87) 648.32
$720.44
28.91%
Reduce -44.35%
46,750
-37,250
DUOL
Duolingo Inc
2025-03-31
Reduce
Reduce
-3.83%
●
272.49 ($342.01) 441.39
$390.23
14.10%
Reduce -52.17%
30,250
-33,000
RDDT
Reddit Inc
2025-03-31
Add
Add
+3.67%
●
104.9 ($165.28) 225.23
$147.73
-10.62%
Add 65.65%
272,500
108,000
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+3.58%
●
154.33 ($181.36) 206.38
$174.47
-3.80%
Add 68.42%
176,000
71,500
DASH
DoorDash Inc
2025-03-31
Add
Add
+3.25%
●
168.37 ($188.06) 213.38
$242.03
28.70%
Add 47.99%
169,000
54,800

LONG WALK MANAGEMENT LP Total Holding History ($B)

To

LONG WALK MANAGEMENT LP's Asset Allocation

To

LONG WALK MANAGEMENT LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LONG WALK MANAGEMENT LP's Hypothetical Growth since 2025-03-31

LONG WALK MANAGEMENT LP's Yearly Returns

Year Portfolio % % Excess Gain %

LONG WALK MANAGEMENT LP's Holdings Heat Map

Size field:

LONG WALK MANAGEMENT LP's Holdings Bubble Chart

LONG WALK MANAGEMENT LP News

  • 1

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