Long Walk Management LP Portfolio Holdings

Long Walk Management LP

  • $280 Million
  • Q1 2025

Long Walk Management LP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $280 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Coupang, Inc. with a value of $53M, Sea LTD with a value of $51.4M, Appfolio Inc with a value of $34M, Door Dash, Inc. with a value of $30.9M, and Alphabet Inc. with a value of $27.2M.

Examining the 13F form we can see an increase of $33M in the current position value, from $247M to 280M.

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

Portfolio value $280 Million
Consumer Cyclical: $104 Million
Communication Services: $83.8 Million
Technology: $68.8 Million
Financial Services: $23 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $280 Million
  • Prior Value $247 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 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