Long Walk Management LP Portfolio Holdings

Long Walk Management LP

  • $247 Million
  • Q4 2024

Long Walk Management LP has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $247 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cloudflare, Inc. with a value of $38.7M, Spotify Technology S.A. with a value of $37.6M, Sea LTD with a value of $36.3M, Coupang, Inc. with a value of $28.5M, and Duolingo, Inc. with a value of $20.5M.

Examining the 13F form we can see an increase of $52.6M in the current position value, from $195M to 247M.

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

Portfolio value $247 Million
Technology: $106 Million
Communication Services: $76.5 Million
Consumer Cyclical: $64.8 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.02T
$19.8 Million 8.01% of portfolio
104,500
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $247 Million
  • Prior Value $195 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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