LONG WALK MANAGEMENT LP
13F Reported Value
ⓘ$343.5M
Holdings
11
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
LONG WALK MANAGEMENT LP disclosed 11 positions worth $343.5M in its Form 13F-HR for Q1 2026, led by $DASH (DoorDash, Inc.) at 12.3% of the equity portfolio, followed by $NU and $CPNG. During the quarter the fund opened 3 new positions and exited 2 — including a new stake in $PINS and a full exit from $AMD. The portfolio is most concentrated in Technology (50.7% of disclosed assets). All figures are sourced directly from LONG WALK MANAGEMENT LP’s Form 13F-HR filing with the SEC under CIK 1869470.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 70.6#303
Quality
$42.4M282,500 sh - —
Quality
$42.2M2,940,000 sh - 56.4#1,103
Quality
$40.8M2,162,500 sh - 80.2
Quality
$39.5M137,500 sh - 83.1
Quality
$35.8M45,250 sh - 75.5
Quality
$32.3M204,500 sh - —
Quality
$26.5M54,575 sh - 62.0
Quality
$23.7M1,290,000 sh - —
Quality
$22.5M217,000 sh - 70.1
Quality
$20.5M162,500 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 DoorDash, Inc.$DASH | 70.6#303 | $42.4M | 282,500 |
 Nu Holdings Ltd.$NU | — | $42.2M | 2,940,000 |
 Coupang, Inc.$CPNG | 56.4#1,103 | $40.8M | 2,162,500 |
 Alphabet Inc.$GOOG | 80.2 | $39.5M | 137,500 |
 Ubiquiti Inc.$UI | 83.1 | $35.8M | 45,250 |
 APPFOLIO INC$APPF | 75.5 | $32.3M | 204,500 |
 Spotify Technology S.A.$SPOT | — | $26.5M | 54,575 |
 PINTEREST, INC.$PINS | 62.0 | $23.7M | 1,290,000 |
 Nebius Group N.V.$NBIS | — | $22.5M | 217,000 |
 Airbnb, Inc.$ABNB | 70.1 | $20.5M | 162,500 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LONG WALK MANAGEMENT LP's 11 positions.
Showing top 10 of 11 holdings.
Sector Allocation
Technology
$174.3M
Communication Services
$43.8M
Industrials
$42.4M
Financials
$42.2M
Consumer Discretionary
$40.8M
Full Holdings — LONG WALK MANAGEMENT LP (Q1 2026)
All 11 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $DASH | DoorDash, Inc. | $42.4M | 12.3% | -24% | 70.6 |
| 2 | $NU | Nu Holdings Ltd. | $42.2M | 12.3% | -22% | — |
| 3 | $CPNG | Coupang, Inc. | $40.8M | 11.9% | +29% | 56.4 |
| 4 | $GOOG | Alphabet Inc. | $39.5M | 11.5% | +38% | 80.2 |
| 5 | $UI | Ubiquiti Inc. | $35.8M | 10.4% | -46% | 83.1 |
| 6 | $APPF | APPFOLIO INC | $32.3M | 9.4% | -46% | 75.5 |
| 7 | $SPOT | Spotify Technology S.A. | $26.5M | 7.7% | +134% | — |
| 8 | $PINS | PINTEREST, INC. | $23.7M | 6.9% | NEW | 62 |
| 9 | $NBIS | Nebius Group N.V. | $22.5M | 6.5% | -26% | — |
| 10 | $ABNB | Airbnb, Inc. | $20.5M | 6.0% | NEW | 70.1 |
| 11 |  $NFLX | NETFLIX INC | $17.3M | 5.0% | NEW | 86.7 |
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