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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 :
10 |
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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 |
|
FND |
Floor & Decor Holdings, Inc. |
|
- |
$110.93 |
$30,679,000 |
275,000 |
% |
14,163,000 |
92,500 |
0 |
N/A |
|
|
SHOP |
Shopify Inc |
|
- |
$71.33 |
$27,421,000 |
352,000 |
% |
11,732,000 |
64,500 |
0 |
N/A |
|
|
RH |
Restoration Hardware Holdin... |
|
- |
$248.91 |
$23,318,000 |
80,000 |
% |
23,318,000 |
80,000 |
0 |
N/A |
|
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APPF |
Appfolio Inc |
|
- |
$242.75 |
$21,135,000 |
122,000 |
% |
7,438,000 |
47,000 |
0 |
N/A |
|
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NET |
Cloudflare, Inc. |
|
- |
$0.00 |
$12,739,000 |
153,000 |
% |
-3,431,000 |
-103,500 |
0 |
N/A |
|
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MSFT |
Microsoft Corp |
|
- |
$406.32 |
$10,905,000 |
29,000 |
% |
1,038,000 |
-2,250 |
0 |
N/A |
|
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TEAM |
Atlassian Corporation Plc |
|
- |
$179.45 |
$9,752,000 |
41,000 |
% |
-6,369,000 |
-39,000 |
0 |
N/A |
|
|
DUOL |
Duolingo, Inc. |
|
- |
$222.66 |
$9,641,000 |
42,500 |
% |
-9,849,000 |
-75,000 |
0 |
N/A |
|
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PCOR |
Procore Technologies, Inc. |
|
- |
$70.09 |
$8,826,000 |
127,500 |
% |
-8,745,000 |
-141,500 |
0 |
N/A |
|
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SQ |
Square Inc |
|
Closed |
$74.48 |
$0 |
0 |
0% |
-10,180,000 |
-230,000 |
0 |
N/A |
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