Long Walk Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Long Walk Management Lp disclosed 13 stock positions valued at approximately $440.83M as of quarter-end June 30, 2026. The largest holdings include TAIWAN SEMICONDUCTOR MANUFAC, ALPHABET INC, and APPFOLIO INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 13
- Portfolio Value
- $440.83M
Holdings by Sector
Long Walk Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 15.30% | 141,250 | +141,250 | +100.00% | $67,456,763 |
| ALPHABET INC | GOOGL | Communication Services | 12.45% | 153,625 | +16,125 | +11.73% | $54,900,966 |
| APPFOLIO INC | APPF | Technology | 11.09% | 304,875 | +100,375 | +49.08% | $48,886,706 |
| DOORDASH INC | DASH | Communication Services | 7.85% | 187,500 | -95,000 | -33.63% | $34,599,375 |
| COUPANG INC | CPNG | Consumer Cyclical | 7.76% | 1,970,000 | -192,500 | -8.90% | $34,218,900 |
| NEBIUS GROUP N.V. | NBIS | Other | 7.52% | 120,000 | -97,000 | -44.70% | $33,140,400 |
| NU HLDGS LTD | NU | Financial Services | 7.46% | 2,460,000 | -480,000 | -16.33% | $32,865,600 |
| PINTEREST INC | PINS | Communication Services | 6.68% | 1,400,000 | +110,000 | +8.53% | $29,442,000 |
| GLOBAL E ONLINE LTD | GLBE | Other | 6.29% | 798,500 | +798,500 | +100.00% | $27,731,905 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 4.48% | 43,000 | -11,575 | -21.21% | $19,742,590 |
| UBIQUITI INC | UI | Technology | 4.18% | 34,532 | -10,718 | -23.69% | $18,441,124 |
| NVIDIA CORPORATION | NVDA | Technology | 3.97% | 87,500 | +87,500 | +100.00% | $17,507,875 |
| ALPHABET INC | GOOG | Communication Services | 3.81% | 47,500 | +47,500 | +100.00% | $16,783,175 |
Showing 13 of 13 holdings in the latest reporting period.