Long Walk Management LP Portfolio Holdings by Sector

Long Walk Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical CPNG SE 2 stocks	$149,019 33.74% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology APPF 1 stocks	$79,527 18.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services DASH SPOT 2 stocks	$70,085 15.87% of portfolio	-	2	-	-	0 Calls 0 Puts
Communication Equipment \| Technology UI 1 stocks	$55,752 12.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$54,914 12.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AMD 1 stocks	$32,358 7.33% of portfolio	1	-	1	-	0 Calls 0 Puts

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