LONG WALK MANAGEMENT LP — 13F Holdings & Portfolio
CIK 1869470 · latest 13F-HR filed 2026-08-14
LONG WALK MANAGEMENT LP manages $440.8M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TSM (15.30%), GOOGL (12.45%), APPF (11.09%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 2, added to 4, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
GREENWICH, CT 06830
$440.8M
Long-equity book
14
Distinct positions
2026-06-30
Filed 2026-08-14
+5 / −2 / ↑4 / ↓5
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- APPFOLIO INC$16.6M +51.5%
- ALPHABET INC$15.4M +38.9%
- NEBIUS GROUP N.V.$10.6M +47.2%
- PINTEREST INC$5.8M +24.4%
Top Trims
- UBIQUITI INC-$17.3M -48.4%
- NU HLDGS LTD-$9.4M -22.2%
- DOORDASH INC-$7.8M -18.4%
- SPOTIFY TECHNOLOGY S A-$6.7M -25.4%
- COUPANG INC-$6.6M -16.2%
New Positions
- TAIWAN SEMICONDUCTOR MANUFAC$67.5M
- GLOBAL E ONLINE LTD$27.7M
- NVIDIA CORPORATION$17.5M
- ALPHABET INC$16.8M
- STATE STR SPDR S&P 500 ETF T$5.1M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $67.5M | 15.30% | 141,250 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $54.9M | 12.45% | 153,625 | SH |
| 3 | APPFOLIO INC | APPF | 03783C100 | $48.9M | 11.09% | 304,875 | SH |
| 4 | DOORDASH INC | DASH | 25809K105 | $34.6M | 7.85% | 187,500 | SH |
| 5 | COUPANG INC | CPNG | 22266T109 | $34.2M | 7.76% | 1,970,000 | SH |
| 6 | NEBIUS GROUP N.V. | NBIS | N97284108 | $33.1M | 7.52% | 120,000 | SH |
| 7 | NU HLDGS LTD | NU | G6683N103 | $32.9M | 7.46% | 2,460,000 | SH |
| 8 | PINTEREST INC | PINS | 72352L106 | $29.4M | 6.68% | 1,400,000 | SH |
| 9 | GLOBAL E ONLINE LTD | GLBE | M5216V106 | $27.7M | 6.29% | 798,500 | SH |
| 10 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $19.7M | 4.48% | 43,000 | SH |
| 11 | UBIQUITI INC | UI | 90353W103 | $18.4M | 4.18% | 34,532 | SH |
| 12 | NVIDIA CORPORATION | NVDA | 67066G104 | $17.5M | 3.97% | 87,500 | SH |
| 13 | ALPHABET INC | GOOG | 02079K107 | $16.8M | 3.81% | 47,500 | SH |
| 14 | STATE STR SPDR S&P 500 ETF T | XCNY | 78462F953 | $5.1M | 1.16% | 15,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $440.8M | 14 | 0001869470-26-000007 |
| 2026-03-31 | 2026-05-14 | $343.5M | 11 | 0001869470-26-000006 |
| 2025-12-31 | 2026-02-12 | $449.5M | 10 | 0001869470-26-000004 |
| 2025-09-30 | 2025-11-07 | $494.8M | 9 | 0001869470-25-000013 |