Long Walk Management LP Portfolio Holdings by Sector
Long Walk Management LP
- $280 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
CPNG SE 2 stocks |
$104,428
37.28% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
DASH GOOGL SPOT 3 stocks |
$83,817
29.92% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APPF SHOP DUOL 3 stocks |
$53,291
19.03% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU 1 stocks |
$23,040
8.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
NET 1 stocks |
$15,534
5.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|