Long Walk Management Lp Portfolio Stock Holdings
Long Walk Management Lp disclosed 11 stock positions valued at approximately $343.5 million in its latest SEC 13F filing. The largest holdings include DOORDASH INC, NU HLDGS LTD, and COUPANG INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 11
- Portfolio Value
- $343.5M
Holdings by Sector
Long Walk Management Lp Portfolio Holdings in Q1 2026
11 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DOORDASH INC | DASH | Communication Services | 12.35% | 282,500 | -90,500 | -24.26% | $42,417,375 |
| NU HLDGS LTD | G6683N103 | Other | 12.30% | 2,940,000 | -852,000 | -22.47% | $42,247,800 |
| COUPANG INC | CPNG | Consumer Cyclical | 11.88% | 2,162,500 | +487,500 | +29.10% | $40,828,000 |
| ALPHABET INC | GOOGL | Communication Services | 11.51% | 137,500 | +37,500 | +37.50% | $39,539,500 |
| UBIQUITI INC | UI | Technology | 10.41% | 45,250 | -38,900 | -46.23% | $35,760,623 |
| APPFOLIO INC | APPF | Technology | 9.39% | 204,500 | -177,250 | -46.43% | $32,274,190 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 7.70% | 54,575 | +31,275 | +134.23% | $26,463,963 |
| PINTEREST INC | PINS | Communication Services | 6.89% | 1,290,000 | +1,290,000 | +100.00% | $23,658,600 |
| NEBIUS GROUP N.V. | NBIS | Other | 6.55% | 217,000 | -77,500 | -26.32% | $22,515,920 |
| AIRBNB INC | ABNB | Consumer Cyclical | 5.97% | 162,500 | +162,500 | +100.00% | $20,520,500 |
| NETFLIX INC. | NFLX | Communication Services | 5.04% | 180,000 | +180,000 | +100.00% | $17,307,000 |