§ 13F · FUND PROFILE
LONG WALK MANAGEMENT LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $494.8T (13F)Positions · 9Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$31.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | APPF | APPFOLIO INC | 382K | $88.8T | 19.8% | +32% |
| 2 | DASH | DOORDASH INC | 373K | $84.5T | 18.8% | +76% |
| 3 | NU | NU HLDGS LTD | 3.79M | $63.5T | 14.1% | +11% |
| 4 | UI | UBIQUITI INC | 84K | $46.6T | 10.4% | ±0% |
| 5 | CPNG | COUPANG INC | 1.68M | $39.5T | 8.8% | −43% |
| 6 | GOOGL | ALPHABET INC | 100K | $31.3T | 7.0% | NEW |
| 7 | AMD | ADVANCED MICRO DEVICES INC | 134K | $28.8T | 6.4% | −33% |
| 8 | SE | SEA LTD | 223K | $28.4T | 6.3% | −27% |
| 9 | NBIS | NEBIUS GROUP N.V. | 295K | $24.7T | 5.5% | −38% |
| 10 | SPOT | SPOTIFY TECHNOLOGY S A | 23K | $13.5T | 3.0% | +31% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LONG SIGNAL
AC read
LONG WALK MANAGEMENT LP is a Other fund managing $494790.9 trillion in assets. The fund runs a focused portfolio of just 9 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed