Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LONG WALK MANAGEMENT LP (CIK 1869470) reported $343.5M across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DASH ($42.4M, 12.35%), NU ($42.2M, 12.30%), CPNG ($40.8M, 11.88%), GOOGL ($39.5M, 11.51%), UI ($35.8M, 10.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DASH | DOORDASH INC | $42.4M | 12.35% | 282,500 | Trimmed |
| 2 | NU | NU HLDGS LTD | $42.2M | 12.30% | 2.9M | Trimmed |
| 3 | CPNG | COUPANG INC | $40.8M | 11.88% | 2.2M | Added |
| 4 | GOOGL | ALPHABET INC | $39.5M | 11.51% | 137,500 | Added |
| 5 | UI | UBIQUITI INC | $35.8M | 10.41% | 45,250 | Trimmed |
| 6 | APPF | APPFOLIO INC | $32.3M | 9.39% | 204,500 | Trimmed |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | $26.5M | 7.70% | 54,575 | Added |
| 8 | PINS | PINTEREST INC | $23.7M | 6.89% | 1.3M | New |
| 9 | NBIS | NEBIUS GROUP N.V. | $22.5M | 6.55% | 217,000 | Trimmed |
| 10 | ABNB | AIRBNB INC | $20.5M | 5.97% | 162,500 | New |
| 11 | NFLX | NETFLIX INC. | $17.3M | 5.04% | 180,000 | New |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | Exited |
| 13 | SE | SEA LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31