Long Walk Management LP
Net buyer this quarter
$441M
13
+$52.4M
86.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $67.5M | 15.30% | 0.00% | New | Q2 2026 |
 GOOGL | $54.9M | 12.45% | 0.00% | +11.7% | Q4 2024 |
 APPF | $48.9M | 11.09% | Not reported | +49.1% | Q2 2021 |
 DASH | $34.6M | 7.85% | Not reported | -33.6% | Q3 2024 |
 CPNG | $34.2M | 7.76% | Not reported | -8.9% | Q3 2024 |
 NBIS | $33.1M | 7.52% | 0.05% | -44.7% | Q2 2025 |
 NU | $32.9M | 7.46% | Not reported | -16.3% | Q1 2025 |
 PINS | $29.4M | 6.68% | 1.10% | +8.5% | Q1 2026 |
 GLBE | $27.7M | 6.29% | 0.47% | New | Q2 2026 |
 SPOT | $19.7M | 4.48% | 0.02% | -21.2% | Q1 2024 |
 UI | $18.4M | 4.18% | 0.06% | -23.7% | Q2 2025 |
 NVDA | $17.5M | 3.97% | 0.00% | New | Q2 2026 |
| GOOG | $16.8M | 3.81% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| DASH | $42.4M | 12.35% | Not reported | -24.3% | Q3 2024 |
| NU | $42.2M | 12.30% | Not reported | -22.5% | Q1 2025 |
| CPNG | $40.8M | 11.88% | Not reported | +29.1% | Q3 2024 |
| GOOGL | $39.5M | 11.51% | 0.00% | +37.5% | Q4 2024 |
| UI | $35.8M | 10.41% | 0.07% | -46.2% | Q2 2025 |
| APPF | $32.3M | 9.39% | Not reported | -46.4% | Q2 2021 |
| SPOT | $26.5M | 7.70% | 0.03% | +134.2% | Q1 2024 |
| PINS | $23.7M | 6.89% | 1.01% | New | Q1 2026 |
| NBIS | $22.5M | 6.55% | 0.09% | -26.3% | Q2 2025 |
 ABNB | $20.5M | 5.97% | Not reported | New | Q1 2026 |
 NFLX | $17.3M | 5.04% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| APPF | $88.8M | 19.76% | Not reported | +32.3% | Q2 2021 |
| DASH | $84.5M | 18.79% | Not reported | +75.9% | Q3 2024 |
| NU | $63.5M | 14.12% | Not reported | +10.6% | Q1 2025 |
| UI | $46.6M | 10.36% | 0.14% | -0.3% | Q2 2025 |
| CPNG | $39.5M | 8.79% | Not reported | -42.9% | Q3 2024 |
| GOOGL | $31.3M | 6.96% | 0.00% | Not reported | Q4 2024 |
 AMD | $28.8M | 6.40% | 0.01% | -32.8% | Q3 2025 |
 SE | $28.4M | 6.31% | 0.13% | -27.1% | Q1 2024 |
| NBIS | $24.7M | 5.48% | 0.12% | -37.8% | Q2 2025 |
| SPOT | $13.5M | 3.01% | 0.01% | +30.9% | Q1 2024 |
| Q3 2025 | |||||
| CPNG | $94.5M | 19.10% | Not reported | +16.4% | Q3 2024 |
| APPF | $79.5M | 16.07% | Not reported | +4.4% | Q2 2021 |
| DASH | $57.7M | 11.65% | Not reported | -19.9% | Q3 2024 |
| UI | $55.8M | 11.27% | 0.14% | +22.0% | Q2 2025 |
| NU | $54.9M | 11.10% | Not reported | +84.4% | Q1 2025 |
| SE | $54.5M | 11.02% | 0.17% | -29.3% | Q1 2024 |
| NBIS | $53.1M | 10.74% | 0.20% | -5.4% | Q2 2025 |
| AMD | $32.4M | 6.54% | 0.01% | New | Q3 2025 |
| SPOT | $12.4M | 2.51% | 0.01% | -43.0% | Q1 2024 |