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LONG WALK MANAGEMENT LP

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13F filer, CIK 1869470, GREENWICH, CT

LONG WALK MANAGEMENT LP reported $440,832,379 across 14 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 86.88% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001869470-26-000007

Period
2026-06-30
Reported value
$441M
Holdings
14
Top 10 weight
86.88%
New
5
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMnew+141,250$67.5M
GLBEnew+798,500$27.7M
NVDAnew+87,500$17.5M
GOOGnew+47,500$16.8M
APPFadded+100,375$16.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NBISreduced-97,000-$26.8M
ABNBexited-162,500-$20.5M
DASHreduced-95,000-$17.5M
NFLXexited-180,000-$17.3M
NUreduced-480,000-$6.41M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001869470-26-000007, largest first. % of portfolio is the value over $440,832,379, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 141,250 shares 141,250$67.5M15.3%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 104,500 shares; 2025Q1: 176,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,000 shares; 2026Q1: 137,500 shares; 2026Q2: 153,625 shares 153,625$54.9M12.45%+16,125Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,750 shares; 2024Q4: 65,500 shares; 2025Q1: 154,800 shares; 2025Q2: 276,325 shares; 2025Q3: 288,500 shares; 2025Q4: 381,750 shares; 2026Q1: 204,500 shares; 2026Q2: 304,875 shares 304,875$48.9M11.09%+100,375Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,000 shares; 2024Q4: 114,200 shares; 2025Q1: 169,000 shares; 2025Q2: 264,750 shares; 2025Q3: 212,000 shares; 2025Q4: 373,000 shares; 2026Q1: 282,500 shares; 2026Q2: 187,500 shares 187,500$34.6M7.85%-95,000Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950,000 shares; 2024Q4: 1,296,500 shares; 2025Q1: 2,417,500 shares; 2025Q2: 2,521,625 shares; 2025Q3: 2,935,000 shares; 2025Q4: 1,675,000 shares; 2026Q1: 2,162,500 shares; 2026Q2: 1,970,000 shares 1,970,000$34.2M7.76%-192,500Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500,000 shares; 2025Q3: 473,250 shares; 2025Q4: 294,500 shares; 2026Q1: 217,000 shares; 2026Q2: 120,000 shares 120,000$33.1M7.52%-97,000Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,250,000 shares; 2025Q2: 1,860,000 shares; 2025Q3: 3,430,000 shares; 2025Q4: 3,792,000 shares; 2026Q1: 2,940,000 shares; 2026Q2: 2,460,000 shares 2,460,000$32.9M7.46%-480,000Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,290,000 shares; 2026Q2: 1,400,000 shares 1,400,000$29.4M6.68%+110,000Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 798,500 shares 798,500$27.7M6.29%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,500 shares; 2024Q4: 84,000 shares; 2025Q1: 46,750 shares; 2025Q2: 31,225 shares; 2025Q3: 17,800 shares; 2025Q4: 23,300 shares; 2026Q1: 54,575 shares; 2026Q2: 43,000 shares 43,000$19.7M4.48%-11,575Timeline
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,185 shares; 2025Q3: 84,400 shares; 2025Q4: 84,150 shares; 2026Q1: 45,250 shares; 2026Q2: 34,532 shares 34,532$18.4M4.18%-10,718Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,500 shares 87,500$17.5M3.97%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,500 shares 47,500$16.8M3.81%newTimeline
STATE STR SPDR S&P 500 ETF TSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000$5.12M1.16%new

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ABNBAIRBNB INC162,500$20.5Mshares
NFLXNETFLIX INC.180,000$17.3Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001869470-26-000007 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001869470-26-000007 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001869470-26-000006 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0001869470-26-000004 Quarter ended 2025-12-312026-02-12acceptance time not in the bulk data set
13F-HR 0001869470-25-000013 Quarter ended 2025-09-302025-11-07acceptance time not in the bulk data set
13F-HR 0001869470-25-000006 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001869470-25-000004 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0001493152-25-005586 Quarter ended 2024-12-312025-02-10acceptance time not in the bulk data set
13F-HR 0001493152-24-043285 Quarter ended 2024-09-302024-11-01acceptance time not in the bulk data set
13F-HR 0001493152-24-031538 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR 0001493152-24-018393 Quarter ended 2024-03-312024-05-09acceptance time not in the bulk data set
13F-HR 0001493152-24-003847 Quarter ended 2023-12-312024-01-26acceptance time not in the bulk data set
13F-HR 0001493152-23-040462 Quarter ended 2023-09-302023-11-13acceptance time not in the bulk data set
13F-HR 0001493152-23-024995 Quarter ended 2023-06-302023-07-20acceptance time not in the bulk data set
13F-HR 0001493152-23-016954 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR/A 0001493152-23-004472 Quarter ended 2022-12-312023-02-13acceptance time not in the bulk data set
13F-HR 0001493152-23-002147 Quarter ended 2022-12-312023-01-23acceptance time not in the bulk data set
13F-HR 0001493152-22-031068 Quarter ended 2022-09-302022-11-09acceptance time not in the bulk data set
13F-HR 0001493152-22-020945 Quarter ended 2022-06-302022-08-02acceptance time not in the bulk data set
13F-HR 0001493152-22-012805 Quarter ended 2022-03-312022-05-11acceptance time not in the bulk data set
13F-HR 0001493152-22-002527 Quarter ended 2021-12-312022-01-28acceptance time not in the bulk data set
13F-HR 0001493152-21-026303 Quarter ended 2021-09-302021-10-26acceptance time not in the bulk data set
13F-HR 0001493152-21-016999 Quarter ended 2021-06-302021-07-16acceptance time not in the bulk data set