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Disclosery

LONG WALK MANAGEMENT LP: NBIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LONG WALK MANAGEMENT LP on NBIS, newest first. How the timeline and the estimate are built.

LONG WALK MANAGEMENT LP held 120,000 NBIS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,000 shares
    Change vs previous 13F -97,000 shares

    7.52% of the 13F portfolio, value $33,140,400.

    13F-HR 0001869470-26-000007 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 217,000 shares
    Change vs previous 13F -77,500 shares

    6.55% of the 13F portfolio, value $22,515,920.

    13F-HR 0001869470-26-000006 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 294,500 shares
    Change vs previous 13F -178,750 shares

    5.48% of the 13F portfolio, value $24,651,123.

    13F-HR 0001869470-26-000004 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 473,250 shares
    Change vs previous 13F -26,750 shares

    10.74% of the 13F portfolio, value $53,131,778.

    13F-HR 0001869470-25-000013 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 500,000 shares
    Change vs previous 13F not available

    7% of the 13F portfolio, value $27,665,000.

    13F-HR 0001869470-25-000006 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).