LONG WALK MANAGEMENT LP: 13F holdings
CIK 18694702026Q2
| Positions | 14 |
|---|---|
| Reported value | $440.8m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 141,250 | $67.5m | 15.3% |
| GOOGL ALPHABET INC | 153,625 | $54.9m | 12.5% |
| APPF APPFOLIO INC | 304,875 | $48.9m | 11.1% |
| DASH DOORDASH INC | 187,500 | $34.6m | 7.8% |
| CPNG COUPANG INC | 1,970,000 | $34.2m | 7.8% |
| NBIS NEBIUS GROUP N.V. | 120,000 | $33.1m | 7.5% |
| NU HLDGS LTD | 2,460,000 | $32.9m | 7.5% |
| PINS PINTEREST INC | 1,400,000 | $29.4m | 6.7% |
| GLOBAL E ONLINE LTD | 798,500 | $27.7m | 6.3% |
| SPOTIFY TECHNOLOGY S A | 43,000 | $19.7m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1869470")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.