Filed: 11/7/2025ACC: 0001869470-25-000013
📋 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 $494.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$494.79M
Total AUM (reported)
7.95M
Total Shares
Allocation by class
CL A$152.17M30.8%
COM$88.11M17.8%
COM CL A$79.53M16.1%
ORD SHS CL A$54.91M11.1%
SPONSORD ADS$54.51M11.0%
SHS CLASS A$53.13M10.7%
SHS$12.42M2.5%
Portfolio Concentration
Top 3$231.70M46.8%
4–10$263.09M53.2%
Top 3 weight
46.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.95M
Sole
Full voting authority
7.95M
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
SOLEShares2.94M
TypeSH
Market value$94.51M
19.10%
Sole
2.94M
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares288.50K
TypeSH
Market value$79.53M
16.07%
Sole
288.50K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares212K
TypeSH
Market value$57.66M
11.65%
Sole
212K
Shared
0.00
None
0.00
UBIQUITI INC
SOLEShares84.40K
TypeSH
Market value$55.75M
11.27%
Sole
84.40K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares3.43M
TypeSH
Market value$54.91M
11.10%
Sole
3.43M
Shared
0.00
None
0.00
SEA LTD
SOLEShares305K
TypeSH
Market value$54.51M
11.02%
Sole
305K
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares473.25K
TypeSH
Market value$53.13M
10.74%
Sole
473.25K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares200K
TypeSH
Market value$32.36M
6.54%
Sole
200K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares17.80K
TypeSH
Market value$12.42M
2.51%
Sole
17.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COUPANG INCSOLE | CL A | 2.94M | SH | $94.51M 19.10% | 2.94M | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 288.50K | SH | $79.53M 16.07% | 288.50K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 212K | SH | $57.66M 11.65% | 212K | 0.00 | 0.00 |
UBIQUITI INCSOLE | COM | 84.40K | SH | $55.75M 11.27% | 84.40K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 3.43M | SH | $54.91M 11.10% | 3.43M | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 305K | SH | $54.51M 11.02% | 305K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 473.25K | SH | $53.13M 10.74% | 473.25K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 200K | SH | $32.36M 6.54% | 200K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 17.80K | SH | $12.42M 2.51% | 17.80K | 0.00 | 0.00 |