Institutional Fund
Long Walk Management LP
Greenwich, CTCIK 18694705 filings on record
Portfolio Value
$343.53M
Q1 2026
Holdings
11
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-23.6%
from $449.50M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Doordash Inc12.3%
- Nu Hldgs Ltd12.3%
- Coupang Inc11.9%
- Alphabet Inc11.5%
- Ubiquiti Inc10.4%
- Appfolio Inc9.4%
- Other32.2%
Portfolio Holdings
11 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Doordash Inc | 282.5K | $42.42M | 12.3% | −90.5K | Reduced |
| 2 | Nu Hldgs Ltd | 2.94M | $42.25M | 12.3% | −852.0K | Reduced |
| 3 | Coupang Inc | 2.16M | $40.83M | 11.9% | +487.5K | Added |
| 4 | Alphabet Inc | 137.5K | $39.54M | 11.5% | +37.5K | Added |
| 5 | Ubiquiti Inc | 45.3K | $35.76M | 10.4% | −38.9K | Reduced |
| 6 | Appfolio Inc | 204.5K | $32.27M | 9.4% | −177.3K | Reduced |
| 7 | Spotify Technology S A | 54.6K | $26.46M | 7.7% | +31.3K | Added |
| 8 | Pinterest Inc | 1.29M | $23.66M | 6.9% | +1.29M | New |
| 9 | Nebius Group N.V. | 217.0K | $22.52M | 6.6% | −77.5K | Reduced |
| 10 | Airbnb Inc | 162.5K | $20.52M | 6.0% | +162.5K | New |
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