Long Walk Management LP Portfolio Holdings by Sector
Long Walk Management LP
- $176 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
SHOP PCOR APPF DUOL 4 stocks |
$84,738
48.1% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
NET 1 stocks |
$30,937
17.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
SPOT 1 stocks |
$26,672
15.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
SE 1 stocks |
$24,639
13.99% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
FND 1 stocks |
$9,195
5.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|