Filed: 11/1/2024ACC: 0001493152-24-043285
📋 What this filing means
LONG WALK MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $241.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$241.66M
Total AUM (reported)
3.10M
Total Shares
Allocation by class
CL A$118.75M49.1%
CL A COM$51.07M21.1%
SHS$31.14M12.9%
SPONSORD ADS$28.76M11.9%
COM CL A$11.95M4.9%
Portfolio Concentration
Top 3$108.38M44.9%
4–10$133.28M55.1%
Top 3 weight
44.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.10M
Sole
Full voting authority
3.10M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
REDDIT INC
SOLEShares715K
TypeSH
Market value$47.13M
19.50%
Sole
715K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares84.50K
TypeSH
Market value$31.14M
12.89%
Sole
84.50K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares372.25K
TypeSH
Market value$30.11M
12.46%
Sole
372.25K
Shared
0.00
None
0.00
SEA LTD
SOLEShares305K
TypeSH
Market value$28.76M
11.90%
Sole
305K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares950K
TypeSH
Market value$23.32M
9.65%
Sole
950K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares74.30K
TypeSH
Market value$20.95M
8.67%
Sole
74.30K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares230K
TypeSH
Market value$18.43M
7.63%
Sole
230K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares114K
TypeSH
Market value$16.27M
6.73%
Sole
114K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares202.50K
TypeSH
Market value$13.59M
5.63%
Sole
202.50K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares50.75K
TypeSH
Market value$11.95M
4.94%
Sole
50.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REDDIT INCSOLE | CL A | 715K | SH | $47.13M 19.50% | 715K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 84.50K | SH | $31.14M 12.89% | 84.50K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 372.25K | SH | $30.11M 12.46% | 372.25K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 305K | SH | $28.76M 11.90% | 305K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 950K | SH | $23.32M 9.65% | 950K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 74.30K | SH | $20.95M 8.67% | 74.30K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 230K | SH | $18.43M 7.63% | 230K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 114K | SH | $16.27M 6.73% | 114K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 202.50K | SH | $13.59M 5.63% | 202.50K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 50.75K | SH | $11.95M 4.94% | 50.75K | 0.00 | 0.00 |