Institutional
LONG WALK MANAGEMENT LP
CIK 0001869470
$343.5M
Reported AUM
11
Positions
Q1 2026
Period
2026-05-14
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DASH | DOORDASH INC | $197.53 | 2.07% | -22.07% | 1.11% | $42.4M | 12.35% | — | HELD |
| 2 | NU | NU HLDGS LTD | $14.49 | 3.21% | 20.25% | 95.28% | $42.2M | 12.30% | — | HELD |
| 3 | CPNG | COUPANG INC | $16.09 | 6.13% | -44.02% | -46.30% | $40.8M | 11.88% | — | HELD |
| 4 | GOOGL | ALPHABET INC | $333.66 | -0.91% | 76.18% | 131.67% | $39.5M | 11.51% | — | HELD |
| 5 | UI | UBIQUITI INC | $533.23 | 1.98% | 25.69% | 72.54% | $35.8M | 10.41% | — | HELD |
| 6 | APPF | APPFOLIO INC | $176.02 | -5.87% | -45.29% | 47.85% | $32.3M | 9.39% | — | HELD |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | $522.61 | -0.27% | -16.67% | 123.01% | $26.5M | 7.70% | — | HELD |
| 8 | PINS | PINTEREST INC | $24.43 | -0.04% | -36.63% | -56.92% | $23.7M | 6.89% | — | HELD |
| 9 | NBIS | NEBIUS GROUP N.V. | $188.43 | 27.13% | 262.37% | 756.89% | $22.5M | 6.55% | — | HELD |
| 10 | ABNB | AIRBNB INC | $152.08 | -0.61% | 19.52% | -1.28% | $20.5M | 5.97% | — | HELD |
| 11 | NFLX | NETFLIX INC. | $73.17 | -0.62% | -36.85% | 28.55% | $17.3M | 5.04% | — | HELD |
Source: SEC EDGAR · accession 0001869470-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.