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 $92.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

7
Positions
$92.8K
Total AUM (reported)
1.41M
Total Shares

Allocation by class

TOTAL AUM$92.8K7 positions
CL A COM$42.8K46.2%
CL A$20.4K22.0%
COM CL A$20.2K21.8%
COM$9.3K10.0%

Portfolio Concentration

Top 359.2%4–1040.8%TOP 10100.0%0%100%
Top 3$55.0K59.2%
4–10$37.8K40.8%

Top 3 weight

59.2%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 1.41M

Sole

Full voting authority

1.41M

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
Shares530K
TypeSH
Market value$24.0K
25.82%
Sole
530K
Shared
0.00
None
0.00

APPFOLIO INC

SOLE
COM CL A
Shares192K
TypeSH
Market value$20.2K
21.80%
Sole
192K
Shared
0.00
None
0.00

SNOWFLAKE INC

SOLE
CL A
Shares75K
TypeSH
Market value$10.8K
11.60%
Sole
75K
Shared
0.00
None
0.00

DATADOG INC

SOLE
CL A COM
Shares131.50K
TypeSH
Market value$9.7K
10.41%
Sole
131.50K
Shared
0.00
None
0.00

BLOCK INC

SOLE
CL A
Shares153.50K
TypeSH
Market value$9.6K
10.39%
Sole
153.50K
Shared
0.00
None
0.00

PROCORE TECHNOLOGIES INC

SOLE
COM
Shares197.50K
TypeSH
Market value$9.3K
10.04%
Sole
197.50K
Shared
0.00
None
0.00

DUOLINGO INC

SOLE
CL A COM
Shares129.50K
TypeSH
Market value$9.2K
9.93%
Sole
129.50K
Shared
0.00
None
0.00
LONG WALK MANAGEMENT LP 13F Holdings — 7 Positions | Finecho