LONG WALK MANAGEMENT LP

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$212M
Signature - Title
James Zimmerman - Chief Compliance Officer
Location
83 Oneida Drive, Greenwich, CT
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 9 $212M +$63.7M -$46M +$17.8M RDDT, NET, SHOP, SPOT, PCOR 13F-HR 8/13/2024, 01:52 PM
Q1 2024 10 $200M +$66.5M -$43.4M +$23.1M APPF, SHOP, PCOR, SE, FND 13F-HR 5/9/2024, 02:47 PM
Q4 2023 9 $154M +$46.8M -$55.7M -$8.92M FND, SHOP, RH, APPF, NET 13F-HR 1/26/2024, 10:29 AM
Q3 2023 9 $135M +$37.1M -$29.6M +$7.49M DUOL, PCOR, FND, NET, TEAM 13F-HR 11/13/2023, 03:40 PM
Q2 2023 8 $135M +$36.3M -$26.3M +$10.1M SQ, NET, PCOR, APPF, FND 13F-HR 7/20/2023, 09:59 AM
Q1 2023 8 $112M +$18.4M -$25.6M -$7.13M NET, APPF, DUOL, PCOR, SQ 13F-HR 5/15/2023, 08:49 AM
Q4 2022 7 $92.8M +$14.1M -$14.3M -$190K NET, APPF, SNOW, DDOG, SQ Restatement 2/13/2023, 03:59 PM
Q3 2022 7 $104M +$20.7M -$38M -$17.3M NET, APPF, SNOW, PCOR, DUOL 13F-HR 11/9/2022, 02:15 PM
Q2 2022 6 $104M +$33.5M -$9.5M +$24M APPF, SNOW, NET, PCOR, DUOL 13F-HR 8/2/2022, 09:53 AM
Q1 2022 5 $127M +$17.8M -$7.52M +$10.2M APPF, NET, RH, SNOW, PCOR 13F-HR 5/11/2022, 10:58 AM
Q4 2021 4 $146M +$60.4M -$51M +$9.4M APPF, NET, SNOW, RH 13F-HR 1/28/2022, 02:24 PM
Q3 2021 5 $132M +$19.7M -$21.1M -$1.44M NET, APPF, RH, FSLY, PTON 13F-HR 10/26/2021, 10:59 AM
Q2 2021 6 $146M $0 $0 NET, RH, FSLY, PTON, APPF 13F-HR 7/16/2021, 10:46 AM