Q1 2026 · 13F-HR
LONG WALK MANAGEMENT LPholdings as filed
Filed 2026-05-14 · accession 0001869470-26-000006
$343.5M
Reported value
11
Positions
2026-03-31
Period end
The Brief · LONG WALK MANAGEMENT LP · Q1 2026
AI · grounded in 13F
LONG WALK MANAGEMENT LP exited its positions in AMD and SE, reducing exposure by $28.8M and $28.4M respectively. The fund established three new positions, led by a $23.7M investment in PINS, followed by ABNB at $20.5M and NFLX at $17.3M. Additionally, the fund increased its share counts in SPOT by 134.2%, GOOGL by 37.5%, and CPNG by 29.1%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 25809K105 | DASH | DOORDASH INC | $42.4M | 12.3% | 282,500 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $42.2M | 12.3% | 2,940,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $40.8M | 11.9% | 2,162,500 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $39.5M | 11.5% | 137,500 | Common | SOLE |
| 90353W103 | UI | UBIQUITI INC | $35.8M | 10.4% | 45,250 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $32.3M | 9.39% | 204,500 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $26.5M | 7.70% | 54,575 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $23.7M | 6.89% | 1,290,000 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $22.5M | 6.55% | 217,000 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $20.5M | 5.97% | 162,500 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $17.3M | 5.04% | 180,000 | 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.