Q4 2023 · 13F-HR
LONG WALK MANAGEMENT LPholdings as filed
Filed 2024-01-26 · accession 0001493152-24-003847
$154.4M
Reported value
9
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $30.7M | 19.9% | 275,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $27.4M | 17.8% | 352,000 | Common | SOLE |
| 74967X103 | RH | RH | $23.3M | 15.1% | 80,000 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $21.1M | 13.7% | 122,000 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $12.7M | 8.25% | 153,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $10.9M | 7.06% | 29,000 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $9.8M | 6.32% | 41,000 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $9.6M | 6.24% | 42,500 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $8.8M | 5.72% | 127,500 | 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.