Filed: 5/14/2025ACC: 0001869470-25-000004
📋 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 $308.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$308.68M
Total AUM (reported)
6.15M
Total Shares
Allocation by class
CL A$122.34M39.6%
SPONSORD ADS$51.40M16.7%
COM CL A$34.04M11.0%
CAP STK CL A$27.21M8.8%
SHS$25.72M8.3%
CL A COM$24.93M8.1%
ORD SHS CL A$23.04M7.5%
Portfolio Concentration
Top 3$138.46M44.9%
4–10$160.83M52.1%
11–25$9.39M3.0%
Top 3 weight
44.9%
Top 10 weight
97.0%
Voting Authority Distribution
Total shares with voting rights: 6.15M
Sole
Full voting authority
6.15M
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:
COUPANG INC
SOLEShares2.42M
TypeSH
Market value$53.01M
17.17%
Sole
2.42M
Shared
0.00
None
0.00
SEA LTD
SOLEShares394K
TypeSH
Market value$51.40M
16.65%
Sole
394K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares154.80K
TypeSH
Market value$34.04M
11.03%
Sole
154.80K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares169K
TypeSH
Market value$30.89M
10.01%
Sole
169K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares272.50K
TypeSH
Market value$28.58M
9.26%
Sole
272.50K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares176K
TypeSH
Market value$27.21M
8.82%
Sole
176K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares46.75K
TypeSH
Market value$25.72M
8.33%
Sole
46.75K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares2.25M
TypeSH
Market value$23.04M
7.46%
Sole
2.25M
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares137.85K
TypeSH
Market value$15.53M
5.03%
Sole
137.85K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares103.25K
TypeSH
Market value$9.86M
3.19%
Sole
103.25K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares30.25K
TypeSH
Market value$9.39M
3.04%
Sole
30.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COUPANG INCSOLE | CL A | 2.42M | SH | $53.01M 17.17% | 2.42M | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 394K | SH | $51.40M 16.65% | 394K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 154.80K | SH | $34.04M 11.03% | 154.80K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 169K | SH | $30.89M 10.01% | 169K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 272.50K | SH | $28.58M 9.26% | 272.50K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 176K | SH | $27.21M 8.82% | 176K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 46.75K | SH | $25.72M 8.33% | 46.75K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 2.25M | SH | $23.04M 7.46% | 2.25M | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 137.85K | SH | $15.53M 5.03% | 137.85K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 103.25K | SH | $9.86M 3.19% | 103.25K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 30.25K | SH | $9.39M 3.04% | 30.25K | 0.00 | 0.00 |