Q2 2024 · 13F-HR
LONG WALK MANAGEMENT LPholdings as filed
Filed 2024-08-13 · accession 0001493152-24-031538
$211.8M
Reported value
9
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 75734B100 | RDDT | REDDIT INC | $35.6M | 16.8% | 557,500 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $30.9M | 14.6% | 373,500 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $29.6M | 14.0% | 447,500 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $26.7M | 12.6% | 85,000 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $25.4M | 12.0% | 382,500 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $24.6M | 11.6% | 345,000 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $21.9M | 10.3% | 89,500 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $9.2M | 4.34% | 92,500 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $7.9M | 3.74% | 38,000 | 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.