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Hedge Funds Similar to LONG WALK

13F Portfolio OverlapQ1 2026LONG WALK portfolio →
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Most similar hedge funds by 13F overlap

LONG WALK MANAGEMENT LP is an institutional investor managing $344M across 11 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LONG WALK are Coronation Fund Managers Ltd., Nellore, Sands Ventures,, with shared positions in $NU, $CPNG, $SPOT, $DASH, $APPF, $ABNB. The full ranking of 25 similar funds is below.

#1Coronation Fund Managers Ltd.Active
Substantial overlap · 4 shared positions
$NU$CPNG$SPOT$DASH
$2.2B
53 positions
#2Nellore Capital Management LLCSmart money
Substantial overlap · 3 shared positions
$APPF$CPNG$DASH
$783M
11 positions
#3Sands Capital Ventures, LLCSmart money
Substantial overlap · 3 shared positions
$NU$CPNG$DASH
$421M
21 positions
#4TB Capital Gestao de Recursos Ltda.Active
Notable overlap · 3 shared positions
$NU$ABNB$CPNG
$163M
17 positions
#5Foxhaven Asset Management, LPSmart money
Notable overlap · 3 shared positions
$CPNG$DASH$NU
$3.2B
14 positions
#6a16z Perennial Management, L.P.Smart money
Notable overlap · 3 shared positions
$NU$ABNB$PINS
$1.2B
152 positions
#7Palestra Capital Management LLCActive
Notable overlap · 3 shared positions
$SPOT$NU$CPNG
$2.6B
23 positions
#8FirstWave Capital Management LLCActive
Notable overlap · 3 shared positions
$NBIS$CPNG$NU
$94M
27 positions
#9Metavasi Capital LPActive
Notable overlap · 3 shared positions
$DASH$SPOT$NU
$276M
21 positions
#10BAILLIE GIFFORD & COActive
Notable overlap · 4 shared positions
$SPOT$NU$CPNG$DASH
$97.9B
271 positions
#11TREMBLANT CAPITAL GROUPActive
Notable overlap · 3 shared positions
$SPOT$DASH$CPNG
$3.1B
57 positions
#12D1 Capital Partners L.P.Active
Notable overlap · 4 shared positions
$NU$CPNG$DASH$SPOT
$11.2B
44 positions
#13SANDS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$SPOT$DASH$NU$CPNG
$25.5B
67 positions
#14CROSSLINK CAPITAL INCSmart money
Some overlap · 3 shared positions
$NU$DASH$APPF
$1.0B
21 positions
#15MANE GLOBAL CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$SPOT$ABNB$DASH
$971M
57 positions
#16Kazazian Asset Management, LLCActive
Some overlap · 3 shared positions
$CPNG$ABNB$NBIS
$92M
43 positions
#17TIGER GLOBAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SPOT$CPNG$NU
$22.8B
54 positions
#18Kinetic Partners Management, LPActive
Some overlap · 3 shared positions
$SPOT$NU$DASH
$1.8B
49 positions
#19SORA INVESTORS LLCPassive
Some overlap · 3 shared positions
$ABNB$CPNG$SPOT
$1.1B
77 positions
#20Alamar Capital Management, LLCPassive
Some overlap · 3 shared positions
$ABNB$APPF$SPOT
$164M
84 positions
#21COATUE MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SPOT$NU$DASH
$29.1B
62 positions
#22SRS Investment Management, LLCSmart money
Some overlap · 3 shared positions
$ABNB$SPOT$CPNG
$9.5B
29 positions
#23POLEN CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$ABNB$SPOT$NU
$14.5B
221 positions
#24Cache Advisors, LLCSmart money
Slight overlap · 3 shared positions
$DASH$ABNB$NU
$866M
191 positions
#25Assenagon Asset Management S.A.Active
Slight overlap · 3 shared positions
$NU$CPNG$ABNB
$65.9B
1,095 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.