Q2 2023 · 13F-HR
LONG WALK MANAGEMENT LPholdings as filed
Filed 2023-07-20 · accession 0001493152-23-024995
$135.2M
Reported value
8
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 852234103 | XYZ | BLOCK INC | $22.0M | 16.2% | 330,000 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $20.6M | 15.2% | 315,000 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $19.2M | 14.2% | 295,000 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $18.8M | 13.9% | 109,500 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $16.1M | 11.9% | 155,000 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $14.4M | 10.6% | 100,500 | Common | SOLE |
| 74967X103 | RH | RH | $13.5M | 9.99% | 41,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $10.6M | 7.87% | 31,250 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.