Filed: 5/15/2023ACC: 0001493152-23-016954
📋 What this filing means
LONG WALK MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $112.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$112.06M
Total AUM (reported)
1.27M
Total Shares
Allocation by class
CL A COM$48.45M43.2%
COM$28.90M25.8%
COM CL A$19.48M17.4%
CL A$15.24M13.6%
Portfolio Concentration
Top 3$67.93M60.6%
4–10$44.13M39.4%
Top 3 weight
60.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.27M
Sole
Full voting authority
1.27M
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)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
CLOUDFLARE INC
SOLEShares499K
TypeSH
Market value$30.77M
27.46%
Sole
499K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares156.50K
TypeSH
Market value$19.48M
17.38%
Sole
156.50K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares124K
TypeSH
Market value$17.68M
15.78%
Sole
124K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares235K
TypeSH
Market value$14.72M
13.13%
Sole
235K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares181.50K
TypeSH
Market value$12.46M
11.12%
Sole
181.50K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares29.75K
TypeSH
Market value$8.58M
7.65%
Sole
29.75K
Shared
0.00
None
0.00
RH
SOLEShares23K
TypeSH
Market value$5.60M
5.00%
Sole
23K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares18K
TypeSH
Market value$2.78M
2.48%
Sole
18K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CLOUDFLARE INCSOLE | CL A COM | 499K | SH | $30.77M 27.46% | 499K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 156.50K | SH | $19.48M 17.38% | 156.50K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 124K | SH | $17.68M 15.78% | 124K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 235K | SH | $14.72M 13.13% | 235K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 181.50K | SH | $12.46M 11.12% | 181.50K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 29.75K | SH | $8.58M 7.65% | 29.75K | 0.00 | 0.00 |
RHSOLE | COM | 23K | SH | $5.60M 5.00% | 23K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 18K | SH | $2.78M 2.48% | 18K | 0.00 | 0.00 |