Filed: 5/14/2026ACC: 0001869470-26-000006
📋 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 $343.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$343.53M
Total AUM (reported)
7.68M
Total Shares
Allocation by class
CL A$106.90M31.1%
COM$53.07M15.4%
COM CL A$52.79M15.4%
ORD SHS CL A$42.25M12.3%
CAP STK CL A$39.54M11.5%
SHS$26.46M7.7%
SHS CLASS A$22.52M6.6%
Portfolio Concentration
Top 3$125.49M36.5%
4–10$200.73M58.4%
11–25$17.31M5.0%
Top 3 weight
36.5%
Top 10 weight
95.0%
Voting Authority Distribution
Total shares with voting rights: 7.68M
Sole
Full voting authority
7.68M
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:
DOORDASH INC
SOLEShares282.50K
TypeSH
Market value$42.42M
12.35%
Sole
282.50K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares2.94M
TypeSH
Market value$42.25M
12.30%
Sole
2.94M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares2.16M
TypeSH
Market value$40.83M
11.88%
Sole
2.16M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares137.50K
TypeSH
Market value$39.54M
11.51%
Sole
137.50K
Shared
0.00
None
0.00
UBIQUITI INC
SOLEShares45.25K
TypeSH
Market value$35.76M
10.41%
Sole
45.25K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares204.50K
TypeSH
Market value$32.27M
9.39%
Sole
204.50K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares54.58K
TypeSH
Market value$26.46M
7.70%
Sole
54.58K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares1.29M
TypeSH
Market value$23.66M
6.89%
Sole
1.29M
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares217K
TypeSH
Market value$22.52M
6.55%
Sole
217K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares162.50K
TypeSH
Market value$20.52M
5.97%
Sole
162.50K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares180K
TypeSH
Market value$17.31M
5.04%
Sole
180K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DOORDASH INCSOLE | CL A | 282.50K | SH | $42.42M 12.35% | 282.50K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 2.94M | SH | $42.25M 12.30% | 2.94M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 2.16M | SH | $40.83M 11.88% | 2.16M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 137.50K | SH | $39.54M 11.51% | 137.50K | 0.00 | 0.00 |
UBIQUITI INCSOLE | COM | 45.25K | SH | $35.76M 10.41% | 45.25K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 204.50K | SH | $32.27M 9.39% | 204.50K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 54.58K | SH | $26.46M 7.70% | 54.58K | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 1.29M | SH | $23.66M 6.89% | 1.29M | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 217K | SH | $22.52M 6.55% | 217K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 162.50K | SH | $20.52M 5.97% | 162.50K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 180K | SH | $17.31M 5.04% | 180K | 0.00 | 0.00 |