Long Walk Management LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Long Walk Management LP reported 11 stock positions worth $343.5 million. Its top holding was DoorDash Class A (DASH) at 12.3% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 12.3%) and Coupang (CPNG, 11.9%). Compared with Q4 2025, it opened 3 new positions, sold out of 2, added to 3 and reduced 5. The biggest buy was a new position in Pinterest Class A (PINS) and the biggest sale Appfolio Class A (APPF, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001869470
- Portfolio Value
- $343.5M (Q1 2026)
- SEC Filing
- 0001869470-26-000006 ↗ filed May 14, 2026
Holdings Value
Holdings 11 stocks · $343.5M
| DASH DoorDash Inc. Class A | 12.35% | 282,500 | $42.4M | Reduce -24.3% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 12.30% | 2,940,000 | $42.2M | Reduce -22.5% |
| CPNG Coupang Inc. | 11.88% | 2,162,500 | $40.8M | Add +29.1% |
| GOOGL Alphabet Inc. Class A | 11.51% | 137,500 | $39.5M | Add +37.5% |
| UI Ubiquiti Inc. | 10.41% | 45,250 | $35.8M | Reduce -46.2% |
| APPF Appfolio Inc. Class A | 9.39% | 204,500 | $32.3M | Reduce -46.4% |
| SPOT Spotify Technology SA | 7.70% | 54,575 | $26.5M | Add +134.2% |
| PINS Pinterest Inc. Class A | 6.89% | 1,290,000 | $23.7M | New |
| NBIS Nebius Group NV | 6.55% | 217,000 | $22.5M | Reduce -26.3% |
| ABNB Airbnb Inc. Class A | 5.97% | 162,500 | $20.5M | New |
| NFLX Netflix Inc. | 5.04% | 180,000 | $17.3M | New |
Portfolio Sells Q4 2025 → Q1 2026
| APPF Appfolio Inc. Class A | Reduce -46.4% | 9.39% | −10.36 |
| DASH DoorDash Inc. Class A | Reduce -24.3% | 12.35% | −6.45 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −6.40 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −6.31 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -22.5% | 12.30% | −1.82 |
| UI Ubiquiti Inc. | Reduce -46.2% | 10.41% | +0.05 |
| NBIS Nebius Group NV | Reduce -26.3% | 6.55% | +1.07 |
Portfolio Buys Q4 2025 → Q1 2026
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 |