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LONG WALK MANAGEMENT LP: NU position timeline

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

LONG WALK MANAGEMENT LP held 2,460,000 NU 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 2,460,000 shares
    Change vs previous 13F -480,000 shares

    7.46% of the 13F portfolio, value $32,865,600.

    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 2,940,000 shares
    Change vs previous 13F -852,000 shares

    12.3% of the 13F portfolio, value $42,247,800.

    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 3,792,000 shares
    Change vs previous 13F +362,000 shares

    14.12% of the 13F portfolio, value $63,478,080.

    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 3,430,000 shares
    Change vs previous 13F +1,570,000 shares

    11.1% of the 13F portfolio, value $54,914,300.

    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 1,860,000 shares
    Change vs previous 13F -390,000 shares

    6.46% of the 13F portfolio, value $25,519,200.

    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).

  6. period ended2025-03-31
    13F 2,250,000 shares
    Change vs previous 13F not available

    7.46% of the 13F portfolio, value $23,040,000.

    13F-HR 0001869470-25-000004 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).