Q4 2025 · 13F-HR
LONG WALK MANAGEMENT LPholdings as filed
Filed 2026-02-12 · accession 0001869470-26-000004
$449.5M
Reported value
10
Positions
2025-12-31
Period end
The Brief · LONG WALK MANAGEMENT LP · Q4 2025
AI · grounded in 13F
LONG WALK MANAGEMENT LP established a new position in GOOGL valued at $31.3M. The fund also increased its holdings in DASH by 75.94% and SPOT by 30.90%. These additions coincided with a reduction in shares of CPNG by 42.93% and NBIS by 37.77%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03783C100 | APPF | APPFOLIO INC | $88.8M | 19.8% | 381,750 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $84.5M | 18.8% | 373,000 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $63.5M | 14.1% | 3,792,000 | Common | SOLE |
| 90353W103 | UI | UBIQUITI INC | $46.6M | 10.4% | 84,150 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $39.5M | 8.79% | 1,675,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $31.3M | 6.96% | 100,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $28.8M | 6.40% | 134,400 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $28.4M | 6.31% | 222,500 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $24.7M | 5.48% | 294,500 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $13.5M | 3.01% | 23,300 | 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.