Investor
LONG WALK MANAGEMENT LP
CIK 0001869470 · filed 2026-05-14 · SEC filing
13F book
$343.5M
Positions
11
3 new · 2 sold
Largest name
12.3%
DoorDash, Inc. · DASH
Est. mark
−$41.4M
Price effect on 8 names still held. Flow −$64.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| DoorDash, Inc. | DASH | 282.5K | $42.4M | 12.3% | −$21.6M | Cut−$42.1M |
| Nu Hldgs Ltd | — | 2.94M | $42.2M | 12.3% | −$6.97M | Cut−$21.2M |
| Coupang, Inc. | CPNG | 2.16M | $40.8M | 11.9% | −$7.89M | Added$1.31M |
| Alphabet Inc | — | 137.5K | $39.5M | 11.5% | −$2.54M | Added$8.24M |
| Ubiquiti Inc. | UI | 45.3K | $35.8M | 10.4% | $10.7M | Cut−$10.8M |
| Appfolio Inc | APPF | 204.5K | $32.3M | 9.4% | −$15.3M | Cut−$56.5M |
| Spotify Technology S.A. | SPOT | 54.6K | $26.5M | 7.7% | −$2.23M | Added$12.9M |
| Pinterest, Inc. | PINS | 1.29M | $23.7M | 6.9% | — | New |
| Nebius Group N.V. | NBIS | 217K | $22.5M | 6.6% | $4.35M | Cut−$2.14M |
| Airbnb, Inc. | ABNB | 162.5K | $20.5M | 6.0% | — | New |
| Netflix Inc | NFLX | 180K | $17.3M | 5.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.