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LONG WALK MANAGEMENT LP

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13F filer, CIK 1869470, GREENWICH, CT

LONG WALK MANAGEMENT LP reported $494,790,870 across 9 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-07.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001869470-25-000013

Period
2025-09-30
Reported value
$495M
Holdings
9
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMDnew+200,000$32.4M
NUadded+1,570,000$25.1M
CPNGadded+413,375$13.3M
UIadded+15,215$10.1M
APPFadded+12,175$3.36M

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
SEreduced-126,500-$22.6M
NETexited-81,765-$16M
DASHreduced-52,750-$14.3M
SPOTreduced-13,425-$9.37M
NBISreduced-26,750-$3M

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, Q3 2025

Share positions as resolved from 13F-HR 0001869470-25-000013, largest first. % of portfolio is the value over $494,790,870, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950,000 shares; 2024Q4: 1,296,500 shares; 2025Q1: 2,417,500 shares; 2025Q2: 2,521,625 shares; 2025Q3: 2,935,000 shares 2,935,000$94.5M19.1%+413,375Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,750 shares; 2024Q4: 65,500 shares; 2025Q1: 154,800 shares; 2025Q2: 276,325 shares; 2025Q3: 288,500 shares 288,500$79.5M16.07%+12,175Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,000 shares; 2024Q4: 114,200 shares; 2025Q1: 169,000 shares; 2025Q2: 264,750 shares; 2025Q3: 212,000 shares 212,000$57.7M11.65%-52,750Timeline
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,185 shares; 2025Q3: 84,400 shares 84,400$55.8M11.27%+15,215Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,250,000 shares; 2025Q2: 1,860,000 shares; 2025Q3: 3,430,000 shares 3,430,000$54.9M11.1%+1,570,000Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,000 shares; 2024Q4: 341,750 shares; 2025Q1: 394,000 shares; 2025Q2: 431,500 shares; 2025Q3: 305,000 shares 305,000$54.5M11.02%-126,500Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500,000 shares; 2025Q3: 473,250 shares 473,250$53.1M10.74%-26,750Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,000 shares 200,000$32.4M6.54%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,500 shares; 2024Q4: 84,000 shares; 2025Q1: 46,750 shares; 2025Q2: 31,225 shares; 2025Q3: 17,800 shares 17,800$12.4M2.51%-13,425Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
NETCLOUDFLARE INC81,765$16Mshares

How Q3 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 0001869470-25-000013 base2025-11-07acceptance time not in the bulk data set