Q4 2024 · 13F-HR
LONG WALK MANAGEMENT LPholdings as filed
Filed 2025-02-10 · accession 0001493152-25-005586
$279.3M
Reported value
11
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 18915M107 | NET | CLOUDFLARE INC | $38.7M | 13.8% | 359,000 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $37.6M | 13.5% | 84,000 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $36.3M | 13.0% | 341,750 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $28.5M | 10.2% | 1,296,500 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $26.9M | 9.62% | 164,500 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $24.2M | 8.66% | 114,200 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $20.5M | 7.34% | 63,250 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $20.1M | 7.20% | 104,500 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $17.2M | 6.16% | 202,500 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $16.2M | 5.79% | 65,500 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $13.3M | 4.76% | 125,000 | 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.