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Long Walk Management LP

SEC CIK
0001869470
Latest filing
Aug 14, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Jul 16, 2021. Long positions only.

Institution overview
Positions
6
No filing for Q1 2021
Portfolio value
$145.5M
No filing for Q1 2021
Filed
Jul 16, 2021
SEC

Long Walk Management LP did not file a 13F for Q1 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Long Walk Management LP in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
NETCloudflare, Inc.CL A COM474,797$50.3M34.5%––History
RHRHCOM31,465$21.4M14.7%––History
FSLYFastly, Inc.CL A326,015$19.4M13.4%––History
PTONPeloton Interactive, Inc.CL A COM154,307$19.1M13.1%––History
APPFAppfolio IncCOM CL A132,540$18.7M12.9%––History
XYZBlock, Inc.CL A68,250$16.6M11.4%––History