Long Walk Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$343.5M
Q ending 2026-03-31
Prior quarter
$449.5M
Q ending 2025-12-31
Change
-23.6% QoQ · +11.3% YoY
Positions
11
reported holdings
Largest positions
All 11 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Doordash Inc | DASH | Shares | $42.4M | 283K |
| Nu Hldgs Ltd | Shares | $42.2M | 2.9M | |
| Coupang Inc | CPNG | Shares | $40.8M | 2.2M |
| Alphabet Inc | GOOGL | Shares | $39.5M | 138K |
| Ubiquiti Inc | UI | Shares | $35.8M | 45K |
| Appfolio Inc | APPF | Shares | $32.3M | 205K |
| Spotify Technology S A | Shares | $26.5M | 55K | |
| Pinterest Inc | PINS | Shares | $23.7M | 1.3M |
| Nebius Group N.V. | Shares | $22.5M | 217K | |
| Airbnb Inc | ABNB | Shares | $20.5M | 163K |
| Netflix Inc. | NFLX | Shares | $17.3M | 180K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.