13F-HR filed by LONG WALK MANAGEMENT LP
LONG WALK MANAGEMENT LP filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-07-20, with 8 holding rows worth $135,238,965.
- Accession
- 0001493152-23-024995
- Filer
- CIK 1869470
- Filed
- 2023-07-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2023
A holdings report, 8 entries on the cover page, a total value of $135,238,965 stated on the cover page (in dollars after the unit check, H1), rows summing to $135,238,965 with VALUE read as dollars as filed, 13F file number 028-21294. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| BLOCK INC CL A | 852234103 | Stock | 330,000 | $21,968,100 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 315,000 | $20,591,550 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 295,000 | $19,195,650 | dollars as filed | |
| APPFOLIO INC | 03783C100 | COM CL A | 109,500 | $18,849,330 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 155,000 | $16,113,800 | dollars as filed | |
| DUOLINGO INC CL A COM | 26603R106 | Stock | 100,500 | $14,365,470 | dollars as filed | |
| RH | 74967X103 | COM | 41,000 | $13,513,190 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 31,250 | $10,641,875 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001493152-23-024995 | this filing | 2023-07-20 | acceptance time not in the bulk data set |