Q3 2023 · 13F-HR
LONG WALK MANAGEMENT LPholdings as filed
Filed 2023-11-13 · accession 0001493152-23-040462
$135.3M
Reported value
9
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 26603R106 | DUOL | DUOLINGO INC | $19.5M | 14.4% | 117,500 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $17.6M | 13.0% | 269,000 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $16.5M | 12.2% | 182,500 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $16.2M | 12.0% | 256,500 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $16.1M | 11.9% | 80,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $15.7M | 11.6% | 287,500 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $13.7M | 10.1% | 75,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $10.2M | 7.52% | 230,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $9.9M | 7.29% | 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.