Long Walk Management LP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Long Walk Management LP reported 11 stock positions worth $279.3 million. Its top holding was Cloudflare Class A (NET) at 13.8% of the portfolio, followed by Spotify Technology (SPOT, 13.5%) and Sea Ltd.-ADR (SE, 13.0%). Compared with Q3 2024, it opened 1 new position, added to 4 and reduced 5. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale Reddit Class A (RDDT, shares −77%).

Most Recent 13F
Q2 2026
Location
GREENWICH, CT
CIK
0001869470
Portfolio Value
$279.3M (Q4 2024)
SEC Filing
0001493152-25-005586 ↗ filed Feb 10, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $200.5M Q1 2024 Q2 2024: $211.8M Q2 2024 Q3 2024: $241.7M Q3 2024 Q4 2024: $279.3M $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 11 stocks · $279.3M
NET Cloudflare Inc. Class A 13.84% 359,000 $38.7M Reduce -3.6%
SPOT Spotify Technology SA 13.45% 84,000 $37.6M Reduce -0.6%
SE Sea Ltd.-ADR 12.98% 341,750 $36.3M Add +12.1%
CPNG Coupang Inc. 10.20% 1,296,500 $28.5M Add +36.5%
RDDT Reddit Inc. Class A 9.62% 164,500 $26.9M Reduce -77.0%
DASH DoorDash Inc. Class A 8.66% 114,200 $24.2M Add +0.2%
DUOL Duolingo 7.34% 63,250 $20.5M Reduce -14.9%
GOOGL Alphabet Inc. Class A 7.20% 104,500 $20.1M New
XYZ Block Inc. 6.16% 202,500 $17.2M No change
APPF Appfolio Inc. Class A 5.79% 65,500 $16.2M Add +29.1%
SHOP Shopify Inc. Class A 4.76% 125,000 $13.3M Reduce -45.6%

Portfolio Sells Q3 2024 → Q4 2024
RDDT Reddit Inc. Class A Reduce -77.0% 9.62% −9.88
SHOP Shopify Inc. Class A Reduce -45.6% 4.76% −2.87
DUOL Duolingo Reduce -14.9% 7.34% −1.33
SPOT Spotify Technology SA Reduce -0.6% 13.45% +0.57
NET Cloudflare Inc. Class A Reduce -3.6% 13.84% +1.38

Portfolio Buys Q3 2024 → Q4 2024
GOOGL Alphabet Inc. Class A New 7.20% +7.20
DASH DoorDash Inc. Class A Add +0.2% 8.66% +1.93
SE Sea Ltd.-ADR Add +12.1% 12.98% +1.08
APPF Appfolio Inc. Class A Add +29.1% 5.79% +0.84
CPNG Coupang Inc. Add +36.5% 10.20% +0.55

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