The Analysis of LONG WALK MANAGEMENT LP's Holdings


Currently, LONG WALK MANAGEMENT LP holds 9 types of securities in its portfolio with a total value $494.8M. In the most recent quarter, they have increased their positions in AMD (+200.0K shares, valued at $32.4M), NU (+1.6M shares, valued at $25.1M), CPNG (+413.4K shares, valued at $13.3M); decreased their positions in SE (-126.5K shares, valued at $22.6M), DASH (-52.8K shares, valued at $14.3M), SPOT (-13.4K shares, valued at $9.4M); initiated new positions in AMD (+200.0K shares, valued at $32.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CPNG COUPANG INC2.9M shares16.39%2025-09-302025-11-07history
APPF APPFOLIO INC288.5K shares4.41%2025-09-302025-11-07history
DASH DOORDASH INC212.0K shares-19.92%2025-09-302025-11-07history
UI UBIQUITI INC84.4K shares21.99%2025-09-302025-11-07history
NU NU HLDGS LTD3.4M shares84.41%2025-09-302025-11-07history
SE SEA LTD305.0K shares-29.32%2025-09-302025-11-07history
NBIS NEBIUS GROUP N.V.473.3K shares-5.35%2025-09-302025-11-07history
AMD ADVANCED MICRO DEVICES INC200.0K sharesnew addition2025-09-302025-11-07history
Sponsored
SPOT SPOTIFY TECHNOLOGY S A17.8K shares-42.99%2025-09-302025-11-07history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available