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LONG WALK MANAGEMENT LP

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13F filer, CIK 1869470, GREENWICH, CT

LONG WALK MANAGEMENT LP reported $308,676,567 across 11 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 96.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001869470-25-000004

Period
2025-03-31
Reported value
$309M
Holdings
11
Top 10 weight
96.96%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CPNGadded+1,121,000$24.6M
NUnew+2,250,000$23M
APPFadded+89,300$19.6M
RDDTadded+108,000$11.3M
GOOGLadded+71,500$11.1M

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
NETreduced-221,150-$24.9M
SPOTreduced-37,250-$20.5M
XYZexited-202,500-$17.2M
DUOLreduced-33,000-$10.2M
SHOPreduced-21,750-$2.08M

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, Q1 2025

Share positions as resolved from 13F-HR 0001869470-25-000004, largest first. % of portfolio is the value over $308,676,567, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950,000 shares; 2024Q4: 1,296,500 shares; 2025Q1: 2,417,500 shares 2,417,500$53M17.17%+1,121,000Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,000 shares; 2024Q4: 341,750 shares; 2025Q1: 394,000 shares 394,000$51.4M16.65%+52,250Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,750 shares; 2024Q4: 65,500 shares; 2025Q1: 154,800 shares 154,800$34M11.03%+89,300Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,000 shares; 2024Q4: 114,200 shares; 2025Q1: 169,000 shares 169,000$30.9M10.01%+54,800Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715,000 shares; 2024Q4: 164,500 shares; 2025Q1: 272,500 shares 272,500$28.6M9.26%+108,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,500 shares; 2025Q1: 176,000 shares 176,000$27.2M8.82%+71,500Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,500 shares; 2024Q4: 84,000 shares; 2025Q1: 46,750 shares 46,750$25.7M8.33%-37,250Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,250,000 shares 2,250,000$23M7.46%newTimeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,250 shares; 2024Q4: 359,000 shares; 2025Q1: 137,850 shares 137,850$15.5M5.03%-221,150Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,000 shares; 2024Q4: 125,000 shares; 2025Q1: 103,250 shares 103,250$9.86M3.19%-21,750Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,300 shares; 2024Q4: 63,250 shares; 2025Q1: 30,250 shares 30,250$9.39M3.04%-33,000Timeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
XYZBLOCK INC202,500$17.2Mshares

How Q1 2025 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 0001869470-25-000004 base2025-05-14acceptance time not in the bulk data set