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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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