Filed: 2/12/2026ACC: 0001869470-26-000004
📋 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 $449.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$449.50M
Total AUM (reported)
7.08M
Total Shares
Allocation by class
CL A$123.99M27.6%
COM CL A$88.81M19.8%
COM$75.35M16.8%
ORD SHS CL A$63.48M14.1%
CAP STK CL A$31.30M7.0%
SPONSORD ADS$28.38M6.3%
SHS CLASS A$24.65M5.5%
Portfolio Concentration
Top 3$236.77M52.7%
4–10$212.73M47.3%
Top 3 weight
52.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.08M
Sole
Full voting authority
7.08M
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:
APPFOLIO INC
SOLEShares381.75K
TypeSH
Market value$88.81M
19.76%
Sole
381.75K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares373K
TypeSH
Market value$84.48M
18.79%
Sole
373K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares3.79M
TypeSH
Market value$63.48M
14.12%
Sole
3.79M
Shared
0.00
None
0.00
UBIQUITI INC
SOLEShares84.15K
TypeSH
Market value$46.56M
10.36%
Sole
84.15K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares1.68M
TypeSH
Market value$39.51M
8.79%
Sole
1.68M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares100K
TypeSH
Market value$31.30M
6.96%
Sole
100K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares134.40K
TypeSH
Market value$28.78M
6.40%
Sole
134.40K
Shared
0.00
None
0.00
SEA LTD
SOLEShares222.50K
TypeSH
Market value$28.38M
6.31%
Sole
222.50K
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares294.50K
TypeSH
Market value$24.65M
5.48%
Sole
294.50K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares23.30K
TypeSH
Market value$13.53M
3.01%
Sole
23.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPFOLIO INCSOLE | COM CL A | 381.75K | SH | $88.81M 19.76% | 381.75K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 373K | SH | $84.48M 18.79% | 373K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 3.79M | SH | $63.48M 14.12% | 3.79M | 0.00 | 0.00 |
UBIQUITI INCSOLE | COM | 84.15K | SH | $46.56M 10.36% | 84.15K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 1.68M | SH | $39.51M 8.79% | 1.68M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 100K | SH | $31.30M 6.96% | 100K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 134.40K | SH | $28.78M 6.40% | 134.40K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 222.50K | SH | $28.38M 6.31% | 222.50K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 294.50K | SH | $24.65M 5.48% | 294.50K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 23.30K | SH | $13.53M 3.01% | 23.30K | 0.00 | 0.00 |