Q1 2024 · 13F-HR
LONG WALK MANAGEMENT LPholdings as filed
Filed 2024-05-09 · accession 0001493152-24-018393
$200.5M
Reported value
10
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03783C100 | APPF | APPFOLIO INC | $35.3M | 17.6% | 143,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $32.0M | 16.0% | 415,000 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $21.0M | 10.5% | 256,000 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $20.9M | 10.4% | 390,000 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $19.9M | 9.93% | 153,500 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $19.9M | 9.90% | 205,000 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $19.4M | 9.68% | 73,500 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $12.6M | 6.30% | 30,000 | Common | SOLE |
| 74967X103 | RH | RH | $9.9M | 4.95% | 28,500 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $9.5M | 4.73% | 43,000 | 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.