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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 :
11 |
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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 |
|
APPF |
Appfolio Inc |
1 |
- |
$247.31 |
$35,284,000 |
143,000 |
17.6% |
14,149,000 |
21,000 |
0.79 |
N/A |
|
|
SHOP |
Shopify Inc |
2 |
- |
$58.94 |
$32,026,000 |
415,000 |
15.98% |
4,605,000 |
63,000 |
0.035 |
N/A |
|
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PCOR |
Procore Technologies, Inc. |
3 |
- |
$68.30 |
$21,036,000 |
256,000 |
10.49% |
12,210,000 |
128,500 |
0.198 |
N/A |
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SE |
Sea Limited |
4 |
New |
$64.91 |
$20,947,000 |
390,000 |
10.45% |
20,947,000 |
390,000 |
0.116 |
N/A |
|
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FND |
Floor & Decor Holdings, Inc. |
5 |
- |
$121.49 |
$19,897,000 |
153,500 |
9.93% |
-10,782,000 |
-121,500 |
0.115 |
N/A |
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NET |
Cloudflare, Inc. |
6 |
- |
$0.00 |
$19,850,000 |
205,000 |
9.9% |
7,111,000 |
52,000 |
0.072 |
N/A |
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SPOT |
Spotify Technology SA |
7 |
New |
$294.60 |
$19,397,000 |
73,500 |
9.68% |
19,397,000 |
73,500 |
0.039 |
N/A |
|
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MSFT |
Microsoft Corp |
8 |
- |
$414.74 |
$12,622,000 |
30,000 |
6.3% |
1,717,000 |
1,000 |
0 |
Application Software |
|
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RH |
Restoration Hardware Holdin... |
9 |
- |
$290.97 |
$9,925,000 |
28,500 |
4.95% |
-13,393,000 |
-51,500 |
0.119 |
Home Furnishing Stores |
|
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DUOL |
Duolingo, Inc. |
10 |
- |
$188.12 |
$9,485,000 |
43,000 |
4.73% |
-156,000 |
500 |
0.12 |
N/A |
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TEAM |
Atlassian Corporation Plc |
11 |
Closed |
$179.75 |
$0 |
0 |
0% |
-9,752,000 |
-41,000 |
0 |
N/A |
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