Long Walk Management LP Portfolio Holdings by Sector
Long Walk Management LP
- $195 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
SE CPNG 2 stocks |
$52,077
26.77% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
DUOL SHOP APPF 3 stocks |
$51,322
26.39% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
SPOT DASH 2 stocks |
$47,408
24.37% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
NET SQ 2 stocks |
$43,704
22.47% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|