The Analysis of LONG WALK MANAGEMENT LP's Holdings & P&L


Currently, LONG WALK MANAGEMENT LP holds 11 types of securities in its portfolio with a total value $343.5M. In the most recent quarter, they have increased their positions in PINS (+1.3M shares, valued at $23.7M), ABNB (+162.5K shares, valued at $20.5M), NFLX (+180.0K shares, valued at $17.3M); decreased their positions in UI (-38.9K shares, valued at $30.7M), APPF (-177.3K shares, valued at $28.0M), DASH (-90.5K shares, valued at $13.6M); initiated new positions in PINS (+1.3M shares, valued at $23.7M), ABNB (+162.5K shares, valued at $20.5M), NFLX (+180.0K shares, valued at $17.3M).


1M P&L
-11.6M-2.78%
3M P&L
+21.7M+5.64%
HY P&L
-2.7M-0.65%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Content & Information122.7M
29.3%
2Software - Application88.8M
21.2%
3Internet Retail67.9M
16.2%

Top Industries by Stock Count

1Internet Content & Information3 stocks
33.3%
2Internet Retail2 stocks
22.2%
3Semiconductors1 stocks
11.1%
Stock Holdings
DASH
DOORDASH INC
-24.26%
Shares282.5K
Event2026-03-31
Filed2026-05-14
NU
NU HLDGS LTD
-22.47%
Shares2.9M
Event2026-03-31
Filed2026-05-14
CPNG
COUPANG INC
29.10%
Shares2.2M
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
37.50%
Shares137.5K
Event2026-03-31
Filed2026-05-14
UI
UBIQUITI INC
-46.23%
Shares45.3K
Event2026-03-31
Filed2026-05-14
APPF
APPFOLIO INC
-46.43%
Shares204.5K
Event2026-03-31
Filed2026-05-14
SPOT
SPOTIFY TECHNOLOGY S A
134.23%
Shares54.6K
Event2026-03-31
Filed2026-05-14
PINS
PINTEREST INC
New
Shares1.3M
Event2026-03-31
Filed2026-05-14
NBIS
NEBIUS GROUP N.V.
-26.32%
Shares217.0K
Event2026-03-31
Filed2026-05-14
ABNB
AIRBNB INC
New
Shares162.5K
Event2026-03-31
Filed2026-05-14
NFLX
NETFLIX INC.
New
Shares180.0K
Event2026-03-31
Filed2026-05-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
LONG WALK MANAGEMENT LP Institutional Holdings, Portfolio & P&L β€” TradeFomo