Long Walk Management LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Long Walk Management LP reported 9 stock positions worth $211.8 million. Its top holding was Reddit Class A (RDDT) at 16.8% of the portfolio, followed by Cloudflare Class A (NET, 14.6%) and Shopify Class A (SHOP, 14.0%). Compared with Q1 2024, it opened 1 new position, sold out of 2, added to 4 and reduced 4. The biggest buy was a new position in Reddit Class A (RDDT) and the biggest sale Appfolio Class A (APPF, shares −37%).

Most Recent 13F
Q2 2026
Location
GREENWICH, CT
CIK
0001869470
Portfolio Value
$211.8M (Q2 2024)
SEC Filing
0001493152-24-031538 ↗ filed Aug 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $200.5M Q1 2024 Q2 2024: $211.8M $211.8M Q2 2024 Q3 2024: $241.7M Q3 2024 Q4 2024: $279.3M Q4 2024 Q1 2025: $308.7M Q1 2025 Q2 2025: $395.1M Q2 2025 Q3 2025: $494.8M Q3 2025 Q4 2025: $449.5M Q4 2025 Q1 2026: $343.5M Q1 2026 Q2 2026: $440.8M Q2 2026

Holdings 9 stocks · $211.8M
RDDT Reddit Inc. Class A 16.82% 557,500 $35.6M New
NET Cloudflare Inc. Class A 14.61% 373,500 $30.9M Add +82.2%
SHOP Shopify Inc. Class A 13.96% 447,500 $29.6M Add +7.8%
SPOT Spotify Technology SA 12.59% 85,000 $26.7M Add +15.7%
PCOR Procore Technologies Inc. 11.98% 382,500 $25.4M Add +49.4%
SE Sea Ltd.-ADR 11.63% 345,000 $24.6M Reduce -11.5%
APPF Appfolio Inc. Class A 10.33% 89,500 $21.9M Reduce -37.4%
FND Floor & Decor Holdings Inc. Class A 4.34% 92,500 $9.2M Reduce -39.7%
DUOL Duolingo 3.74% 38,000 $7.9M Reduce -11.6%

Portfolio Sells Q1 2024 → Q2 2024
APPF Appfolio Inc. Class A Reduce -37.4% 10.33% −7.27
MSFT Microsoft Corp. Sold out 0.00% −6.30
FND Floor & Decor Holdings Inc. Class A Reduce -39.7% 4.34% −5.58
RH RH Sold out 0.00% −4.95
DUOL Duolingo Reduce -11.6% 3.74% −0.99
SE Sea Ltd.-ADR Reduce -11.5% 11.63% +1.18

Portfolio Buys Q1 2024 → Q2 2024
RDDT Reddit Inc. Class A New 16.82% +16.82
NET Cloudflare Inc. Class A Add +82.2% 14.61% +4.70
SPOT Spotify Technology SA Add +15.7% 12.59% +2.92
PCOR Procore Technologies Inc. Add +49.4% 11.98% +1.48
SHOP Shopify Inc. Class A Add +7.8% 13.96% −2.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 14$440.8MTSM, GOOGL, APPF, DASH, CPNG
Q1 2026 11$343.5MDASH, NU, CPNG, GOOGL, UI
Q4 2025 10$449.5MAPPF, DASH, NU, UI, CPNG
Q3 2025 9$494.8MCPNG, APPF, DASH, UI, NU
Q2 2025 9$395.1MCPNG, SE, DASH, APPF, UI
Q1 2025 11$308.7MCPNG, SE, APPF, DASH, RDDT
Q4 2024 11$279.3MNET, SPOT, SE, CPNG, RDDT
Q3 2024 10$241.7MRDDT, SPOT, NET, SE, CPNG
Q2 2024 9$211.8MRDDT, NET, SHOP, SPOT, PCOR
Q1 2024 10$200.5MAPPF, SHOP, PCOR, SE, FND