Long Walk Management LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 1, 2024), Long Walk Management LP reported 10 stock positions worth $241.7 million. Its top holding was Reddit Class A (RDDT) at 19.5% of the portfolio, followed by Spotify Technology (SPOT, 12.9%) and Cloudflare Class A (NET, 12.5%). Compared with Q2 2024, it opened 3 new positions, sold out of 2, added to 2 and reduced 5. The biggest buy was a new position in Coupang (CPNG) and the biggest sale an exit from Procore Technologies (PCOR).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001869470
- Portfolio Value
- $241.7M (Q3 2024)
- SEC Filing
- 0001493152-24-043285 ↗ filed Nov 1, 2024
Holdings Value
Holdings 10 stocks · $241.7M
| RDDT Reddit Inc. Class A | 19.50% | 715,000 | $47.1M | Add +28.3% |
| SPOT Spotify Technology SA | 12.89% | 84,500 | $31.1M | Reduce -0.6% |
| NET Cloudflare Inc. Class A | 12.46% | 372,250 | $30.1M | Reduce -0.3% |
| SE Sea Ltd.-ADR | 11.90% | 305,000 | $28.8M | Reduce -11.6% |
| CPNG Coupang Inc. | 9.65% | 950,000 | $23.3M | New |
| DUOL Duolingo | 8.67% | 74,300 | $21.0M | Add +95.5% |
| SHOP Shopify Inc. Class A | 7.63% | 230,000 | $18.4M | Reduce -48.6% |
| DASH DoorDash Inc. Class A | 6.73% | 114,000 | $16.3M | New |
| XYZ Block Inc. | 5.63% | 202,500 | $13.6M | New |
| APPF Appfolio Inc. Class A | 4.94% | 50,750 | $11.9M | Reduce -43.3% |
Portfolio Sells Q2 2024 → Q3 2024
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −11.98 |
| SHOP Shopify Inc. Class A | Reduce -48.6% | 7.63% | −6.33 |
| APPF Appfolio Inc. Class A | Reduce -43.3% | 4.94% | −5.39 |
| FND Floor & Decor Holdings Inc. Class A | Sold out | 0.00% | −4.34 |
| NET Cloudflare Inc. Class A | Reduce -0.3% | 12.46% | −2.15 |
| SE Sea Ltd.-ADR | Reduce -11.6% | 11.90% | +0.27 |
| SPOT Spotify Technology SA | Reduce -0.6% | 12.89% | +0.29 |
Portfolio Buys Q2 2024 → Q3 2024
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 |