LONG WALK MANAGEMENT LP

PrivateCIK: 1869470
Location

GREENWICH, CT

📋 What this filing means

LONG WALK MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $103.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

7
Positions
$103.9K
Total AUM (reported)
1.45M
Total Shares

Allocation by class

TOTAL AUM$103.9K7 positions
CL A COM$50.7K48.8%
COM CL A$26.8K25.8%
CL A$15.8K15.2%
COM$10.7K10.3%

Portfolio Concentration

Top 372.3%4–1027.7%TOP 10100.0%0%100%
Top 3$75.1K72.3%
4–10$28.8K27.7%

Top 3 weight

72.3%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 1.45M

Sole

Full voting authority

1.45M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:

CLOUDFLARE INC

SOLE
CL A COM
Shares674K
TypeSH
Market value$37.3K
35.85%
Sole
674K
Shared
0.00
None
0.00

APPFOLIO INC

SOLE
COM CL A
Shares256K
TypeSH
Market value$26.8K
25.76%
Sole
256K
Shared
0.00
None
0.00

SNOWFLAKE INC

SOLE
CL A
Shares65.25K
TypeSH
Market value$11.1K
10.68%
Sole
65.25K
Shared
0.00
None
0.00

PROCORE TECHNOLOGIES INC

SOLE
COM
Shares220K
TypeSH
Market value$10.7K
10.26%
Sole
220K
Shared
0.00
None
0.00

DUOLINGO INC

SOLE
CL A COM
Shares91.25K
TypeSH
Market value$8.7K
8.36%
Sole
91.25K
Shared
0.00
None
0.00

DATADOG INC

SOLE
CL A COM
Shares53.50K
TypeSH
Market value$4.7K
4.57%
Sole
53.50K
Shared
0.00
None
0.00

BLOCK INC

SOLE
CL A
Shares85.50K
TypeSH
Market value$4.7K
4.53%
Sole
85.50K
Shared
0.00
None
0.00
LONG WALK MANAGEMENT LP 13F Holdings — 7 Positions | Finecho