Long Walk Management LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Long Walk Management LP reported 10 stock positions worth $200.5 million. Its top holding was Appfolio Class A (APPF) at 17.6% of the portfolio, followed by Shopify Class A (SHOP, 16.0%) and Procore Technologies (PCOR, 10.5%). Compared with Q4 2023, it opened 2 new positions, sold out of 1, added to 6 and reduced 2. The biggest buy was a new position in Sea Ltd.-ADR (SE) and the biggest sale RH (RH, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001869470
- Portfolio Value
- $200.5M (Q1 2024)
- SEC Filing
- 0001493152-24-018393 ↗ filed May 9, 2024
Holdings Value
Holdings 10 stocks · $200.5M
| APPF Appfolio Inc. Class A | 17.60% | 143,000 | $35.3M | Add +17.2% |
| SHOP Shopify Inc. Class A | 15.98% | 415,000 | $32.0M | Add +17.9% |
| PCOR Procore Technologies Inc. | 10.49% | 256,000 | $21.0M | Add +100.8% |
| SE Sea Ltd.-ADR | 10.45% | 390,000 | $20.9M | New |
| FND Floor & Decor Holdings Inc. Class A | 9.93% | 153,500 | $19.9M | Reduce -44.2% |
| NET Cloudflare Inc. Class A | 9.90% | 205,000 | $19.9M | Add +34.0% |
| SPOT Spotify Technology SA | 9.68% | 73,500 | $19.4M | New |
| MSFT Microsoft Corp. | 6.30% | 30,000 | $12.6M | Add +3.5% |
| RH RH | 4.95% | 28,500 | $9.9M | Reduce -64.4% |
| DUOL Duolingo | 4.73% | 43,000 | $9.5M | Add +1.2% |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| SE Sea Ltd.-ADR | New | 10.45% | +10.45 |
| SPOT Spotify Technology SA | New | 9.68% | +9.68 |
| PCOR Procore Technologies Inc. | Add +100.8% | 10.49% | +4.78 |
| APPF Appfolio Inc. Class A | Add +17.2% | 17.60% | +3.91 |
| NET Cloudflare Inc. Class A | Add +34.0% | 9.90% | +1.65 |
| MSFT Microsoft Corp. | Add +3.5% | 6.30% | −0.77 |
| DUOL Duolingo | Add +1.2% | 4.73% | −1.51 |
| SHOP Shopify Inc. Class A | Add +17.9% | 15.98% | −1.78 |
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 |