Notify me when LONG WALK MANAGEMENT LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 10 | $449,496,006 | +$98,711,678 | -$69,397,428 | +$29,314,250 | APPF, DASH, NU, UI, CPNG | 13F-HR | 12 Feb 2026, 17:20 |
| Q3 2025 | 9 | $494,790,870 | +$84,211,261 | -$65,342,731 | +$18,868,530 | CPNG, APPF, DASH, UI, NU | 13F-HR | 07 Nov 2025, 11:49 |
| Q2 2025 | 9 | $395,094,076 | +$116,850,450 | -$103,291,283 | +$13,559,167 | CPNG, SE, DASH, APPF, UI | 13F-HR | 14 Aug 2025, 13:19 |
| Q1 2025 | 11 | $308,676,567 | +$106,473,992 | -$74,942,594 | +$31,531,398 | CPNG, SE, APPF, DASH, RDDT | 13F-HR | 14 May 2025, 13:50 |
| Q4 2024 | 11 | $279,339,223 | +$35,297,303 | -$106,371,562 | -$71,074,259 | NET, SPOT, SE, CPNG, RDDT | 13F-HR | 10 Feb 2025, 12:42 |
| Q3 2024 | 10 | $241,660,669 | +$73,807,271 | -$65,167,778 | +$8,639,493 | RDDT, SPOT, NET, SE, CPNG | 13F-HR | 01 Nov 2024, 11:35 |
| Q2 2024 | 9 | $211,802,580 | +$63,718,955 | -$45,952,765 | +$17,766,190 | RDDT, NET, SHOP, SPOT, PCOR | 13F-HR | 13 Aug 2024, 13:52 |
| Q1 2024 | 10 | $200,467,210 | +$66,511,815 | -$43,436,480 | +$23,075,335 | APPF, SHOP, PCOR, SE, FND | 13F-HR | 09 May 2024, 14:47 |
| Q4 2023 | 9 | $154,416,355 | +$46,804,530 | -$55,728,220 | -$8,923,690 | FND, SHOP, RH, APPF, NET | 13F-HR | 26 Jan 2024, 10:29 |
| Q3 2023 | 9 | $135,300,728 | +$37,118,215 | -$29,626,085 | +$7,492,130 | DUOL, PCOR, FND, NET, TEAM | 13F-HR | 13 Nov 2023, 15:40 |
| Q2 2023 | 8 | $135,238,965 | +$36,347,075 | -$26,254,970 | +$10,092,105 | SQ, NET, PCOR, APPF, FND | 13F-HR | 20 Jul 2023, 09:59 |
| Q1 2023 | 8 | $112,064,440 | +$18,449,400 | -$25,574,525 | -$7,125,125 | NET, APPF, DUOL, PCOR, SQ | 13F-HR | 15 May 2023, 08:49 |
| Q4 2022 | 7 | $92,800,335 | +$14,126,358 | -$14,316,110 | -$189,752 | NET, APPF, SNOW, DDOG, SQ | Restatement | 13 Feb 2023, 15:59 |
| Q3 2022 | 7 | $103,932,000 | +$20,657,128 | -$37,976,852 | -$17,319,724 | NET, APPF, SNOW, PCOR, DUOL | 13F-HR | 09 Nov 2022, 14:15 |
| Q2 2022 | 6 | $103,708,000 | +$33,506,840 | -$9,497,082 | +$24,009,758 | APPF, SNOW, NET, PCOR, DUOL | 13F-HR | 02 Aug 2022, 09:53 |
| Q1 2022 | 5 | $127,432,000 | +$17,751,404 | -$7,520,425 | +$10,230,979 | APPF, NET, RH, SNOW, PCOR | 13F-HR | 11 May 2022, 10:58 |
| Q4 2021 | 4 | $146,489,000 | +$60,356,045 | -$50,957,806 | +$9,398,239 | APPF, NET, SNOW, RH | 13F-HR | 28 Jan 2022, 14:24 |
| Q3 2021 | 5 | $132,240,000 | +$19,702,916 | -$21,146,470 | -$1,443,554 | NET, APPF, RH, FSLY, PTON | 13F-HR | 26 Oct 2021, 10:59 |
| Q2 2021 | 6 | $145,539,000 | $0 | $0 | $0 | NET, RH, FSLY, PTON, APPF | 13F-HR | 16 Jul 2021, 10:46 |