Long Walk Management
Latest statistics and disclosures from Long Walk Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APPF, SHOP, PCOR, SE, FND, and represent 64.44% of Long Walk Management's stock portfolio.
- Added to shares of these 8 stocks: SE (+$21M), SPOT (+$19M), PCOR (+$11M), APPF (+$5.2M), NET (+$5.0M), SHOP, MSFT, DUOL.
- Started 2 new stock positions in SE, SPOT.
- Reduced shares in these 3 stocks: RH (-$18M), FND (-$16M), TEAM (-$9.8M).
- Sold out of its position in TEAM.
- Long Walk Management was a net buyer of stock by $23M.
- Long Walk Management has $201M in assets under management (AUM), dropping by 29.82%.
- Central Index Key (CIK): 0001869470
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Portfolio Holdings for Long Walk Management
Long Walk Management holds 10 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Appfolio Com Cl A (APPF) | 17.6 | $35M | +17% | 143k | 246.74 |
|
| Shopify Cl A (SHOP) | 16.0 | $32M | +17% | 415k | 77.17 |
|
| Procore Technologies (PCOR) | 10.5 | $21M | +100% | 256k | 82.17 |
|
| Sea Sponsord Ads (SE) | 10.4 | $21M | NEW | 390k | 53.71 |
|
| Floor & Decor Hldgs Cl A (FND) | 9.9 | $20M | -44% | 154k | 129.62 |
|
| Cloudflare Cl A Com (NET) | 9.9 | $20M | +33% | 205k | 96.83 |
|
| Spotify Technology S A SHS (SPOT) | 9.7 | $19M | NEW | 74k | 263.90 |
|
| Microsoft Corporation (MSFT) | 6.3 | $13M | +3% | 30k | 420.72 |
|
| Rh (RH) | 5.0 | $9.9M | -64% | 29k | 348.26 |
|
| Duolingo Cl A Com (DUOL) | 4.7 | $9.5M | 43k | 220.58 |
|
Past Filings by Long Walk Management
SEC 13F filings are viewable for Long Walk Management going back to 2021
- Long Walk Management 2024 Q1 filed May 9, 2024
- Long Walk Management 2023 Q4 filed Jan. 26, 2024
- Long Walk Management 2023 Q3 filed Nov. 13, 2023
- Long Walk Management 2023 Q2 filed July 20, 2023
- Long Walk Management 2023 Q1 filed May 15, 2023
- Long Walk Management 2022 Q4 restated filed Feb. 13, 2023
- Long Walk Management 2022 Q4 filed Jan. 23, 2023
- Long Walk Management 2022 Q3 filed Nov. 9, 2022
- Long Walk Management 2022 Q2 filed Aug. 2, 2022
- Long Walk Management 2022 Q1 filed May 11, 2022
- Long Walk Management 2021 Q4 filed Jan. 28, 2022
- Long Walk Management 2021 Q3 filed Oct. 26, 2021
- Long Walk Management 2021 Q2 filed July 16, 2021