§ 13F · FUND PROFILE
LONG WALK MANAGEMENT LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $495M (13F)Positions · 9Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$61M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DASH | DOORDASH INC | 283K | $42M | 12.3% | −24% |
| 2 | NU | NU HLDGS LTD | 2.94M | $42M | 12.3% | −22% |
| 3 | CPNG | COUPANG INC | 2.16M | $41M | 11.9% | +29% |
| 4 | GOOGL | ALPHABET INC | 138K | $40M | 11.5% | +38% |
| 5 | UI | UBIQUITI INC | 45K | $36M | 10.4% | −46% |
| 6 | APPF | APPFOLIO INC | 205K | $32M | 9.4% | −46% |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | 55K | $26M | 7.7% | +134% |
| 8 | PINS | PINTEREST INC | 1.29M | $24M | 6.9% | NEW |
| 9 | NBIS | NEBIUS GROUP N.V. | 217K | $23M | 6.6% | −26% |
| 10 | ABNB | AIRBNB INC | 163K | $21M | 6.0% | NEW |
§ 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 $495 million in assets. The fund runs a focused portfolio of just 9 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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