Filed: 8/14/2025ACC: 0001869470-25-000006
📋 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 $395.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$395.09M
Total AUM (reported)
6.04M
Total Shares
Allocation by class
CL A$140.81M35.6%
SPONSORD ADS$69.01M17.5%
COM CL A$63.63M16.1%
COM$28.48M7.2%
SHS CLASS A$27.66M7.0%
ORD SHS CL A$25.52M6.5%
SHS$23.96M6.1%
Portfolio Concentration
Top 3$209.83M53.1%
4–10$185.27M46.9%
Top 3 weight
53.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 6.04M
Sole
Full voting authority
6.04M
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:
COUPANG INC
SOLEShares2.52M
TypeSH
Market value$75.55M
19.12%
Sole
2.52M
Shared
0.00
None
0.00
SEA LTD
SOLEShares431.50K
TypeSH
Market value$69.01M
17.47%
Sole
431.50K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares264.75K
TypeSH
Market value$65.26M
16.52%
Sole
264.75K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares276.32K
TypeSH
Market value$63.63M
16.11%
Sole
276.32K
Shared
0.00
None
0.00
UBIQUITI INC
SOLEShares69.19K
TypeSH
Market value$28.48M
7.21%
Sole
69.19K
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares500K
TypeSH
Market value$27.66M
7.00%
Sole
500K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares1.86M
TypeSH
Market value$25.52M
6.46%
Sole
1.86M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares31.23K
TypeSH
Market value$23.96M
6.06%
Sole
31.23K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares81.77K
TypeSH
Market value$16.01M
4.05%
Sole
81.77K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COUPANG INCSOLE | CL A | 2.52M | SH | $75.55M 19.12% | 2.52M | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 431.50K | SH | $69.01M 17.47% | 431.50K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 264.75K | SH | $65.26M 16.52% | 264.75K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 276.32K | SH | $63.63M 16.11% | 276.32K | 0.00 | 0.00 |
UBIQUITI INCSOLE | COM | 69.19K | SH | $28.48M 7.21% | 69.19K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 500K | SH | $27.66M 7.00% | 500K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 1.86M | SH | $25.52M 6.46% | 1.86M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 31.23K | SH | $23.96M 6.06% | 31.23K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 81.77K | SH | $16.01M 4.05% | 81.77K | 0.00 | 0.00 |