LONG WALK MANAGEMENT LP
13F Reported Value
ⓘ$440.8M
Holdings
14
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
LONG WALK MANAGEMENT LP disclosed 14 positions worth $440.8M in its Form 13F-HR for Q2 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 15.3% of the equity portfolio, followed by $GOOG and $APPF. During the quarter the fund opened 4 new positions and exited 2 — including a new stake in $TSM and a full exit from $ABNB. The portfolio is most concentrated in Technology (71.3% 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 — Q2 2026
Click any card to unlockTop Holdings
- $67.5M141,250 sh
- 78.2#57
Quality
$54.9M153,625 sh - 71.6#179
Quality
$48.9M304,875 sh - 71.0
Quality
$34.6M187,500 sh - 50.6
Quality
$34.2M1,970,000 sh - —
Quality
$33.1M120,000 sh - —
Quality
$32.9M2,460,000 sh - 63.3
Quality
$29.4M1,400,000 sh - —
Quality
$27.7M798,500 sh - —
Quality
$19.7M43,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $67.5M | 141,250 |
 Alphabet Inc.$GOOG | 78.2#57 | $54.9M | 153,625 |
 APPFOLIO INC$APPF | 71.6#179 | $48.9M | 304,875 |
 DoorDash, Inc.$DASH | 71.0 | $34.6M | 187,500 |
 Coupang, Inc.$CPNG | 50.6 | $34.2M | 1,970,000 |
 Nebius Group N.V.$NBIS | — | $33.1M | 120,000 |
 Nu Holdings Ltd.$NU | — | $32.9M | 2,460,000 |
 PINTEREST, INC.$PINS | 63.3 | $29.4M | 1,400,000 |
 Global-E Online Ltd.$GLBE | — | $27.7M | 798,500 |
 Spotify Technology S.A.$SPOT | — | $19.7M | 43,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LONG WALK MANAGEMENT LP's 14 positions.
Showing top 10 of 14 holdings.
Sector Allocation
Technology
$314.3M
Industrials
$34.6M
Consumer Discretionary
$34.2M
Financials
$32.9M
Communication Services
$19.7M
Other
$5.1M
Full Holdings — LONG WALK MANAGEMENT LP (Q2 2026)
All 14 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 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $67.5M | 15.3% | NEW | — |
| 2 | $GOOG | Alphabet Inc. | $54.9M | 12.4% | +12% | 78.2 |
| 3 | $APPF | APPFOLIO INC | $48.9M | 11.1% | +49% | 71.6 |
| 4 | $DASH | DoorDash, Inc. | $34.6M | 7.8% | -34% | 71 |
| 5 | $CPNG | Coupang, Inc. | $34.2M | 7.8% | -9% | 50.6 |
| 6 | $NBIS | Nebius Group N.V. | $33.1M | 7.5% | -45% | — |
| 7 | $NU | Nu Holdings Ltd. | $32.9M | 7.5% | -16% | — |
| 8 | $PINS | PINTEREST, INC. | $29.4M | 6.7% | +9% | 63.3 |
| 9 | $GLBE | Global-E Online Ltd. | $27.7M | 6.3% | NEW | — |
| 10 | $SPOT | Spotify Technology S.A. | $19.7M | 4.5% | -21% | — |
| 11 |  $UI | Ubiquiti Inc. | $18.4M | 4.2% | -24% | 78.3 |
| 12 |  $NVDA | NVIDIA CORP | $17.5M | 4.0% | NEW | 85.9 |
| 13 |  $GOOGL | Alphabet Inc. | $16.8M | 3.8% | NEW | 78.2 |
| 14 |  $SPY | SPDR S&P 500 ETF TRUST | $5.1M | 1.2% | NEW | — |
New Positions (4)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for LONG WALK MANAGEMENT LP including:
Track LONG WALK MANAGEMENT LP's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for LONG WALK MANAGEMENT LP and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: LONG WALK MANAGEMENT LP
13F Pro is an AI hedge fund tracker and stock research platform. For LONG WALK MANAGEMENT LP (SEC CIK: 1869470), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in LONG WALK MANAGEMENT LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.