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	$144,561 39.34% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services DASH SPOT 2 stocks	$89,223 24.28% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology APPF 1 stocks	$63,632 17.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology UI 1 stocks	$28,480 7.75% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$25,519 6.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology NET 1 stocks	$16,012 4.36% of portfolio	-	1	-	-	0 Calls 0 Puts

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