§ 13F · FUND PROFILE
LONG WALK MANAGEMENT LP.
AUM · $441M (13F)Positions · 14Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$135M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 141K | $67M | 15.3% | NEW |
| 2 | GOOGL | ALPHABET INC | 154K | $55M | 12.5% | +12% |
| 3 | APPF | APPFOLIO INC | 305K | $49M | 11.1% | +49% |
| 4 | DASH | DOORDASH INC | 188K | $35M | 7.8% | −34% |
| 5 | CPNG | COUPANG INC | 1.97M | $34M | 7.8% | −9% |
| 6 | NBIS | NEBIUS GROUP N.V. | 120K | $33M | 7.5% | −45% |
| 7 | NU | NU HLDGS LTD | 2.46M | $33M | 7.5% | −16% |
| 8 | PINS | PINTEREST INC | 1.40M | $29M | 6.7% | +9% |
| 9 | GLBE | GLOBAL E ONLINE LTD | 799K | $28M | 6.3% | NEW |
| 10 | SPOT | SPOTIFY TECHNOLOGY S A | 43K | $20M | 4.5% | −21% |
§ 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 $441 million in assets. The fund runs a focused portfolio of just 14 positions.
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