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| Name: |
LONG WALK MANAGEMENT LP |
| City: |
Greenwich |
| State: |
CT |
| Zip: |
06830 |
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data |
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Filing Period: |
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| Holdings
Found :
12 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CPNG |
Coupang, Inc. |
1 |
- |
$0.00 |
$53,012,000 |
2,417,500 |
17.17% |
24,515,000 |
1,121,000 |
0.157 |
N/A |
|
|
SE |
Sea Limited |
2 |
- |
$149.47 |
$51,405,000 |
394,000 |
16.65% |
15,145,000 |
52,250 |
0.117 |
N/A |
|
|
APPF |
Appfolio Inc |
3 |
- |
$235.49 |
$34,040,000 |
154,800 |
11.03% |
17,880,000 |
89,300 |
0.427 |
N/A |
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DASH |
Doordash Inc |
4 |
- |
$238.79 |
$30,888,000 |
169,000 |
10.01% |
6,698,000 |
54,800 |
0.047 |
N/A |
|
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RDDT |
Reddit, Inc. |
5 |
- |
$157.03 |
$28,580,000 |
272,500 |
9.26% |
1,694,000 |
108,000 |
0.227 |
N/A |
|
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GOOGL |
Alphabet Inc |
6 |
- |
$179.53 |
$27,214,000 |
176,000 |
8.82% |
7,113,000 |
71,500 |
0.003 |
Search Engines & Info... |
|
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SPOT |
Spotify Technology SA |
7 |
- |
$725.05 |
$25,715,000 |
46,750 |
8.33% |
-11,865,000 |
-37,250 |
0.025 |
N/A |
|
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NU |
Nu Holdings Ord Shs Class A |
8 |
New |
$0.00 |
$23,040,000 |
2,250,000 |
7.46% |
23,040,000 |
2,250,000 |
0.065 |
N/A |
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NET |
Cloudflare, Inc. |
9 |
- |
$0.00 |
$15,532,000 |
137,850 |
5.03% |
-23,125,000 |
-221,150 |
0.048 |
N/A |
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SHOP |
Shopify Inc |
10 |
- |
$116.52 |
$9,857,000 |
103,250 |
3.19% |
-3,434,000 |
-21,750 |
0.009 |
N/A |
|
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DUOL |
Duolingo, Inc. |
11 |
- |
$391.86 |
$9,394,000 |
30,250 |
3.04% |
-11,114,000 |
-33,000 |
0.084 |
N/A |
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SQ |
Square Inc |
12 |
Closed |
$69.23 |
$0 |
0 |
0% |
-17,210,000 |
-202,500 |
0 |
N/A |
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