Filed: 11/13/2023ACC: 0001493152-23-040462
📋 What this filing means
LONG WALK MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $135.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$135.30M
Total AUM (reported)
1.53M
Total Shares
Allocation by class
CL A$58.51M43.2%
CL A COM$35.66M26.4%
COM$27.44M20.3%
COM CL A$13.70M10.1%
Portfolio Concentration
Top 3$53.58M39.6%
4–10$81.72M60.4%
Top 3 weight
39.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.53M
Sole
Full voting authority
1.53M
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
DUOLINGO INC
SOLEShares117.50K
TypeSH
Market value$19.49M
14.40%
Sole
117.50K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares269K
TypeSH
Market value$17.57M
12.99%
Sole
269K
Shared
0.00
None
0.00
FLOOR & DECOR HLDGS INC
SOLEShares182.50K
TypeSH
Market value$16.52M
12.21%
Sole
182.50K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares256.50K
TypeSH
Market value$16.17M
11.95%
Sole
256.50K
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares80K
TypeSH
Market value$16.12M
11.91%
Sole
80K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares287.50K
TypeSH
Market value$15.69M
11.60%
Sole
287.50K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares75K
TypeSH
Market value$13.70M
10.12%
Sole
75K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares230K
TypeSH
Market value$10.18M
7.52%
Sole
230K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares31.25K
TypeSH
Market value$9.87M
7.29%
Sole
31.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DUOLINGO INCSOLE | CL A COM | 117.50K | SH | $19.49M 14.40% | 117.50K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 269K | SH | $17.57M 12.99% | 269K | 0.00 | 0.00 |
FLOOR & DECOR HLDGS INCSOLE | CL A | 182.50K | SH | $16.52M 12.21% | 182.50K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 256.50K | SH | $16.17M 11.95% | 256.50K | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 80K | SH | $16.12M 11.91% | 80K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 287.50K | SH | $15.69M 11.60% | 287.50K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 75K | SH | $13.70M 10.12% | 75K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 230K | SH | $10.18M 7.52% | 230K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 31.25K | SH | $9.87M 7.29% | 31.25K | 0.00 | 0.00 |