Long Walk Management LP Portfolio Holdings

Long Walk Management LP

  • $442 Million
  • Q3 2025

Long Walk Management LP has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $442 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Coupang, Inc. with a value of $94.5M, Appfolio Inc with a value of $79.5M, Door Dash, Inc. with a value of $57.7M, Ubiquiti Inc. with a value of $55.8M, and Nu Holdings Ltd. with a value of $54.9M.

Examining the 13F form we can see an increase of $74.2M in the current position value, from $367M to 442M.

Below you can find more details about Long Walk Management LP portfolio as well as his latest detailed transactions.

Portfolio value $442 Million
Technology: $168 Million
Consumer Cyclical: $149 Million
Communication Services: $70.1 Million
Financial Services: $54.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$44.9B
$94.5 Million 21.4% of portfolio
2,935,000
Q3 2025 Added 16.39%
$5B
$79.5 Million 18.01% of portfolio
288,500
Q3 2025 Added 4.41%
$74.1B
$57.7 Million 13.06% of portfolio
212,000
Q3 2025 Reduced 19.92%
$33.8B
$55.8 Million 12.62% of portfolio
84,400
Q3 2025 Added 21.99%
$56.3B
$54.9 Million 12.43% of portfolio
3,430,000
Q3 2025 Added 84.41%
$79.1B
$54.5 Million 12.34% of portfolio
305,000
Q3 2025 Reduced 29.32%
$388B
$32.4 Million 7.33% of portfolio
200,000
Q3 2025 New
$123B
$12.4 Million 2.81% of portfolio
17,800
Q3 2025 Reduced 42.99%
Nebius Group N.V.
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 5.35%

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $442 Million
  • Prior Value $367 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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