Long Walk Management LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Long Walk Management LP reported 14 stock positions worth $440.8 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 15.3% of the portfolio, followed by Alphabet Class A (GOOGL, 12.5%) and Appfolio Class A (APPF, 11.1%). Compared with Q1 2026, it opened 5 new positions, sold out of 2, added to 3 and reduced 6. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale Ubiquiti (UI, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001869470
- Portfolio Value
- $440.8M (Q2 2026)
- SEC Filing
- 0001869470-26-000007 ↗ filed Aug 14, 2026
Holdings Value
Holdings 14 stocks · $440.8M
| TSM Taiwan Semiconductor-SP ADR | 15.30% | 141,250 | $67.5M | New |
| GOOGL Alphabet Inc. Class A | 12.45% | 153,625 | $54.9M | Add +11.7% |
| APPF Appfolio Inc. Class A | 11.09% | 304,875 | $48.9M | Add +49.1% |
| DASH DoorDash Inc. Class A | 7.85% | 187,500 | $34.6M | Reduce -33.6% |
| CPNG Coupang Inc. | 7.76% | 1,970,000 | $34.2M | Reduce -8.9% |
| NBIS Nebius Group NV | 7.52% | 120,000 | $33.1M | Reduce -44.7% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 7.46% | 2,460,000 | $32.9M | Reduce -16.3% |
| PINS Pinterest Inc. Class A | 6.68% | 1,400,000 | $29.4M | Add +8.5% |
| GLBE Global-E Online Ltd. | 6.29% | 798,500 | $27.7M | New |
| SPOT Spotify Technology SA | 4.48% | 43,000 | $19.7M | Reduce -21.2% |
| UI Ubiquiti Inc. | 4.18% | 34,532 | $18.4M | Reduce -23.7% |
| NVDA Nvidia Corp. | 3.97% | 87,500 | $17.5M | New |
| GOOG Alphabet Inc. Class C | 3.81% | 47,500 | $16.8M | New |
| STATE STR SPDR S&P 500 ETF T | 1.16% | 15,000 | $5.1M | New |
Portfolio Sells Q1 2026 → Q2 2026
| UI Ubiquiti Inc. | Reduce -23.7% | 4.18% | −6.23 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −5.97 |
| NFLX Netflix Inc. | Sold out | 0.00% | −5.04 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -16.3% | 7.46% | −4.84 |
| DASH DoorDash Inc. Class A | Reduce -33.6% | 7.85% | −4.50 |
| CPNG Coupang Inc. | Reduce -8.9% | 7.76% | −4.12 |
| SPOT Spotify Technology SA | Reduce -21.2% | 4.48% | −3.23 |
| NBIS Nebius Group NV | Reduce -44.7% | 7.52% | +0.96 |
Portfolio Buys Q1 2026 → Q2 2026
| TSM Taiwan Semiconductor-SP ADR | New | 15.30% | +15.30 |
| GLBE Global-E Online Ltd. | New | 6.29% | +6.29 |
| NVDA Nvidia Corp. | New | 3.97% | +3.97 |
| GOOG Alphabet Inc. Class C | New | 3.81% | +3.81 |
| APPF Appfolio Inc. Class A | Add +49.1% | 11.09% | +1.69 |
| STATE STR SPDR S&P 500 ETF T | New | 1.16% | +1.16 |
| GOOGL Alphabet Inc. Class A | Add +11.7% | 12.45% | +0.94 |
| PINS Pinterest Inc. Class A | Add +8.5% | 6.68% | −0.21 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 14 | $440.8M | TSM, GOOGL, APPF, DASH, CPNG |
| Q1 2026 | 11 | $343.5M | DASH, NU, CPNG, GOOGL, UI |
| Q4 2025 | 10 | $449.5M | APPF, DASH, NU, UI, CPNG |
| Q3 2025 | 9 | $494.8M | CPNG, APPF, DASH, UI, NU |
| Q2 2025 | 9 | $395.1M | CPNG, SE, DASH, APPF, UI |
| Q1 2025 | 11 | $308.7M | CPNG, SE, APPF, DASH, RDDT |
| Q4 2024 | 11 | $279.3M | NET, SPOT, SE, CPNG, RDDT |
| Q3 2024 | 10 | $241.7M | RDDT, SPOT, NET, SE, CPNG |
| Q2 2024 | 9 | $211.8M | RDDT, NET, SHOP, SPOT, PCOR |
| Q1 2024 | 10 | $200.5M | APPF, SHOP, PCOR, SE, FND |