Long Walk Management LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 11Value: $308.7MLatest: 2025Q1

LONG WALK MANAGEMENT LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 11 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "APPF",
  "GOOGL",
  "DUOL",
  "NU",
  "DASH",
  "SHOP",
  "RDDT",
  "SPOT",
  "NET",
  "CPNG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 11
Total Value: 308676567
Accession Number: 0001869470-25-000004
Form Type: 13F-HR
CIK: long-walk-management-lp
Manager Name: Long-Walk-Management-Lp

Data Enrichment

100% identified

11 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

11 positions • $308.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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Coupang, Inc.

CPNG|22266T109

Shares:2.4M

Value:$53.0M

% of Portfolio:17.2% ($53.0M/$308.7M)

Sea Ltd

SE|81141R100

Shares:394.0K

Value:$51.4M

% of Portfolio:16.7% ($51.4M/$308.7M)

APPFOLIO INC

APPF|03783C100

Shares:154.8K

Value:$34.0M

% of Portfolio:11.0% ($34.0M/$308.7M)

DoorDash, Inc.

DASH|25809K105

Shares:169.0K

Value:$30.9M

% of Portfolio:10.0% ($30.9M/$308.7M)

Reddit, Inc.

RDDT|75734B100

Shares:272.5K

Value:$28.6M

% of Portfolio:9.3% ($28.6M/$308.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:176.0K

Value:$27.2M

% of Portfolio:8.8% ($27.2M/$308.7M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:46.8K

Value:$25.7M

% of Portfolio:8.3% ($25.7M/$308.7M)

Nu Holdings Ltd.

NU|G6683N103

Shares:2.3M

Value:$23.0M

% of Portfolio:7.5% ($23.0M/$308.7M)

Cloudflare, Inc.

NET|18915M107

Shares:137.8K

Value:$15.5M

% of Portfolio:5.0% ($15.5M/$308.7M)

SHOPIFY INC.

SHOP|82509L107

Shares:103.3K

Value:$9.9M

% of Portfolio:3.2% ($9.9M/$308.7M)

Duolingo, Inc.

DUOL|26603R106

Shares:30.3K

Value:$9.4M

% of Portfolio:3.0% ($9.4M/$308.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Coupang, Inc.(CPNGcusip22266T109)	2.4M	QoQ +86.46% (+1.1M) YoY NEW(+2.4M)	All Managers (Combined)	$53.0M	17.2% ($53.0M/$308.7M)	QoQ +86.02% (+$24.5M) YoY NEW(+$53.0M)
Sea Ltd(SEcusip81141R100)	394.0K	QoQ +15.28% (+52.3K) YoY +1.02% (+4.0K)	All Managers (Combined)	$51.4M	16.7% ($51.4M/$308.7M)	QoQ +41.76% (+$15.1M) YoY +145.40% (+$30.5M)
APPFOLIO INC(APPFcusip03783C100)	154.8K	QoQ +136.33% (+89.3K) YoY +8.25% (-11.8K)	All Managers (Combined)	$34.0M	11.0% ($34.0M/$308.7M)	QoQ +110.64% (+$17.9M) YoY -3.52% (-$1.2M)
DoorDash, Inc.(DASHcusip25809K105)	169.0K	QoQ +47.98% (+54.8K) YoY NEW(+169.0K)	All Managers (Combined)	$30.9M	10.0% ($30.9M/$308.7M)	QoQ +27.69% (+$6.7M) YoY NEW(+$30.9M)
Reddit, Inc.(RDDTcusip75734B100)	272.5K	QoQ +65.65% (+108.0K) YoY NEW(+272.5K)	All Managers (Combined)	$28.6M	9.3% ($28.6M/$308.7M)	QoQ +6.30% (+$1.7M) YoY NEW(+$28.6M)
Alphabet Inc.(GOOGLcusip02079K305)	176.0K	QoQ +68.42% (+71.5K) YoY NEW(+176.0K)	All Managers (Combined)	$27.2M	8.8% ($27.2M/$308.7M)	QoQ +35.38% (+$7.1M) YoY NEW(+$27.2M)
Spotify Technology S.A.(SPOTcusipL8681T102)	46.8K	QoQ -44.34% (-37.3K) YoY -36.39% (-26.8K)	All Managers (Combined)	$25.7M	8.3% ($25.7M/$308.7M)	QoQ -31.57% (-$11.9M) YoY +32.57% (-$6.3M)
Nu Holdings Ltd.(NUcusipG6683N103)	2.3M	QoQ NEW(+2.3M) YoY NEW(+2.3M)	All Managers (Combined)	$23.0M	7.5% ($23.0M/$308.7M)	QoQ NEW(+$23.0M) YoY NEW(+$23.0M)
Cloudflare, Inc.(NETcusip18915M107)	137.8K	QoQ -61.60% (-221.2K) YoY -32.75% (-67.2K)	All Managers (Combined)	$15.5M	5.0% ($15.5M/$308.7M)	QoQ -59.82% (-$23.1M) YoY -21.75% (-$4.3M)
SHOPIFY INC.(SHOPcusip82509L107)	103.3K	QoQ -17.40% (-21.8K) YoY -75.12% (-311.8K)	All Managers (Combined)	$9.9M	3.2% ($9.9M/$308.7M)	QoQ -25.84% (-$3.4M) YoY -69.22% (-$22.2M)
Duolingo, Inc.(DUOLcusip26603R106)	30.3K	QoQ -52.17% (-33.0K) YoY -29.65% (-12.8K)	All Managers (Combined)	$9.4M	3.0% ($9.4M/$308.7M)	QoQ -54.19% (-$11.1M) YoY -0.96% (-$91.2K)