Q3 2024 · 13F-HR
LONG WALK MANAGEMENT LPholdings as filed
Filed 2024-11-01 · accession 0001493152-24-043285
$241.7M
Reported value
10
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 75734B100 | RDDT | REDDIT INC | $47.1M | 19.5% | 715,000 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $31.1M | 12.9% | 84,500 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $30.1M | 12.5% | 372,250 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $28.8M | 11.9% | 305,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $23.3M | 9.65% | 950,000 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $21.0M | 8.67% | 74,300 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $18.4M | 7.63% | 230,000 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $16.3M | 6.73% | 114,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $13.6M | 5.63% | 202,500 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $11.9M | 4.94% | 50,750 | 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.