Q1 2025 · 13F-HR
LONG WALK MANAGEMENT LPholdings as filed
Filed 2025-05-14 · accession 0001869470-25-000004
$308.7M
Reported value
11
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 22266T109 | CPNG | COUPANG INC | $53.0M | 17.2% | 2,417,500 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $51.4M | 16.7% | 394,000 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $34.0M | 11.0% | 154,800 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $30.9M | 10.0% | 169,000 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $28.6M | 9.26% | 272,500 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $27.2M | 8.82% | 176,000 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $25.7M | 8.33% | 46,750 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $23.0M | 7.46% | 2,250,000 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $15.5M | 5.03% | 137,850 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $9.9M | 3.19% | 103,250 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $9.4M | 3.04% | 30,250 | 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.