13F-HR filed by LONG WALK MANAGEMENT LP
LONG WALK MANAGEMENT LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-12, with 10 holding rows worth $449,496,006.
- Accession
- 0001869470-26-000004
- Filer
- CIK 1869470
- Filed
- 2026-02-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 10 entries on the cover page, a total value of $449,496,006 stated on the cover page (in dollars after the unit check, H1), rows summing to $449,496,006 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 |
|---|---|---|---|---|---|---|
| APPFOLIO INC | 03783C100 | COM CL A | 381,750 | $88,814,138 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 373,000 | $84,477,040 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 3,792,000 | $63,478,080 | dollars as filed | |
| UBIQUITI INC | 90353W103 | COM | 84,150 | $46,564,403 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 1,675,000 | $39,513,250 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 100,000 | $31,300,000 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 134,400 | $28,783,104 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 222,500 | $28,384,325 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 294,500 | $24,651,123 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 23,300 | $13,530,543 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001869470-26-000004 | this filing | 2026-02-12 | acceptance time not in the bulk data set |