Long Walk Management LP Portfolio Holdings

Long Walk Management LP

  • $195 Million
  • Q3 2024

Long Walk Management LP has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $195 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spotify Technology S.A. with a value of $31.1M, Cloudflare, Inc. with a value of $30.1M, Sea LTD with a value of $28.8M, Coupang, Inc. with a value of $23.3M, and Duolingo, Inc. with a value of $21M.

Examining the 13F form we can see an increase of $18.3M in the current position value, from $176M to 195M.

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

Portfolio value $195 Million
Technology: $95 Million
Consumer Cyclical: $52.1 Million
Communication Services: $47.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89B
$31.1 Million 16.01% of portfolio
84,500
Q3 2024 Reduced 0.59%
$31.9B
$30.1 Million 15.48% of portfolio
372,250
Q3 2024 Reduced 0.33%
$62.2B
$28.8 Million 14.78% of portfolio
305,000
Q3 2024 Reduced 11.59%
$36.5B
$23.3 Million 11.99% of portfolio
950,000
Q3 2024 New
$10.5B
$21 Million 10.77% of portfolio
74,300
Q3 2024 Added 95.53%
$130B
$18.4 Million 9.48% of portfolio
230,000
Q3 2024 Reduced 48.6%
$61.2B
$16.3 Million 8.36% of portfolio
114,000
Q3 2024 New
$47.5B
$13.6 Million 6.99% of portfolio
202,500
Q3 2024 New
$5.08B
$11.9 Million 6.14% of portfolio
50,750
Q3 2024 Reduced 43.3%
Reddit Inc
-
$0 0.0% of portfolio
-
Q3 2024 Added 28.25%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $195 Million
  • Prior Value $176 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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