LONG WALK MANAGEMENT LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW LONG WALK MANAGEMENT LP | Institutional Filer | ▼ 23.57% | $343.5M | 11 |
Current Portfolio Holdings
Showing all 11 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DASH | DoorDash, Inc. | Communication Services | 283K | $42.4M | 12.35% |
| 2 | NU | Nu Holdings Ltd. | Financial Services | 2.9M | $42.2M | 12.30% |
| 3 | CPNG | Coupang, Inc. | Consumer Cyclical | 2.2M | $40.8M | 11.88% |
| 4 | GOOGL | Alphabet Inc. | Technology | 138K | $39.5M | 11.51% |
| 5 | UI | Ubiquiti Inc. | Technology | 45K | $35.8M | 10.41% |
| 6 | APPF | AppFolio, Inc. | Technology | 205K | $32.3M | 9.39% |
| 7 | SPOT | Spotify Technology S.A. | Communication Services | 55K | $26.5M | 7.70% |
| 8 | PINS | Pinterest, Inc. | Communication Services | 1.3M | $23.7M | 6.89% |
| 9 | NBIS | Nebius Group N.V. | Communication Services | 217K | $22.5M | 6.55% |
| 10 | ABNB | Airbnb, Inc. | Consumer Cyclical | 163K | $20.5M | 5.97% |
| 11 | NFLX | Netflix, Inc. | Communication Services | 180K | $17.3M | 5.04% |
Showing 1 to 11 of 11 holdings