Long Walk Management LP Portfolio Holdings

Long Walk Management LP

  • $367 Million
  • Q2 2025

Long Walk Management LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $367 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 $75.5M, Sea LTD with a value of $69M, Door Dash, Inc. with a value of $65.3M, Appfolio Inc with a value of $63.6M, and Ubiquiti Inc. with a value of $28.5M.

Examining the 13F form we can see an increase of $87.3M in the current position value, from $280M to 367M.

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

Portfolio value $367 Million
Consumer Cyclical: $145 Million
Technology: $108 Million
Communication Services: $89.2 Million
Financial Services: $25.5 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$44.8B
$75.5 Million 20.56% of portfolio
2,521,625
Q2 2025 Added 4.31%
$97.8B
$69 Million 18.78% of portfolio
431,500
Q2 2025 Added 9.52%
$94.6B
$65.3 Million 17.76% of portfolio
264,750
Q2 2025 Added 56.66%
$28.7B
$28.5 Million 7.75% of portfolio
69,185
Q2 2025 New
$43.6B
$25.5 Million 6.95% of portfolio
1,860,000
Q2 2025 Reduced 17.33%
$133B
$24 Million 6.52% of portfolio
31,225
Q2 2025 Reduced 33.21%
$57.3B
$16 Million 4.36% of portfolio
81,765
Q2 2025 Reduced 40.69%

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $367 Million
  • Prior Value $280 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
Track This Portfolio

Track Long Walk Management LP Portfolio

Follow Long Walk Management LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long Walk Management LP, based on Form 13F filings with the SEC.

News

Stay updated on Long Walk Management LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email