Filed: 2/10/2025ACC: 0001493152-25-005586
📋 What this filing means
LONG WALK MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $279.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$279.34M
Total AUM (reported)
2.92M
Total Shares
Allocation by class
CL A$110.07M39.4%
CL A COM$59.16M21.2%
SHS$37.58M13.5%
SPONSORD ADS$36.26M13.0%
CAP STK CL A$20.10M7.2%
COM CL A$16.16M5.8%
Portfolio Concentration
Top 3$112.50M40.3%
4–10$153.55M55.0%
11–25$13.29M4.8%
Top 3 weight
40.3%
Top 10 weight
95.2%
Voting Authority Distribution
Total shares with voting rights: 2.92M
Sole
Full voting authority
2.92M
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)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
CLOUDFLARE INC
SOLEShares359K
TypeSH
Market value$38.66M
13.84%
Sole
359K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares84K
TypeSH
Market value$37.58M
13.45%
Sole
84K
Shared
0.00
None
0.00
SEA LTD
SOLEShares341.75K
TypeSH
Market value$36.26M
12.98%
Sole
341.75K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares1.30M
TypeSH
Market value$28.50M
10.20%
Sole
1.30M
Shared
0.00
None
0.00
REDDIT INC
SOLEShares164.50K
TypeSH
Market value$26.89M
9.62%
Sole
164.50K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares114.20K
TypeSH
Market value$24.19M
8.66%
Sole
114.20K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares63.25K
TypeSH
Market value$20.51M
7.34%
Sole
63.25K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares104.50K
TypeSH
Market value$20.10M
7.20%
Sole
104.50K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares202.50K
TypeSH
Market value$17.21M
6.16%
Sole
202.50K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares65.50K
TypeSH
Market value$16.16M
5.79%
Sole
65.50K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares125K
TypeSH
Market value$13.29M
4.76%
Sole
125K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CLOUDFLARE INCSOLE | CL A COM | 359K | SH | $38.66M 13.84% | 359K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 84K | SH | $37.58M 13.45% | 84K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 341.75K | SH | $36.26M 12.98% | 341.75K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 1.30M | SH | $28.50M 10.20% | 1.30M | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 164.50K | SH | $26.89M 9.62% | 164.50K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 114.20K | SH | $24.19M 8.66% | 114.20K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 63.25K | SH | $20.51M 7.34% | 63.25K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 104.50K | SH | $20.10M 7.20% | 104.50K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 202.50K | SH | $17.21M 6.16% | 202.50K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 65.50K | SH | $16.16M 5.79% | 65.50K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 125K | SH | $13.29M 4.76% | 125K | 0.00 | 0.00 |