Holdings of LONG WALK MANAGEMENT LP
8 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Consumer discretionary 24.9 %
- Communication 22.5 %
- Unattributed 52.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 8 | 252.3M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | DoorDash Inc | 282,500 | 42.4M $ | |
| 2 | Coupang Inc | 2,162,500 | 40.8M $ | |
| 3 | Alphabet Inc | 137,500 | 39.5M $ | |
| 4 | Ubiquiti Inc | 45,250 | 35.8M $ | |
| 5 | Appfolio Inc | 204,500 | 32.3M $ | |
| 6 | Pinterest Inc | 1,290,000 | 23.7M $ | |
| 7 | Airbnb Inc | 162,500 | 20.5M $ | |
| 8 | Netflix Inc | 180,000 | 17.3M $ |