Long Walk Management LP
- SEC CIK
- 0001869470
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 9
- −1 vs. Q1 2024
- Portfolio value
- $211.8M
- +$11.3M (+5.7%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RDDTReddit, Inc. | Stock | 557,500 | $35.6M | 16.8% | +557,500 | New | History |
| NETCloudflare, Inc. | CL A COM | 373,500 | $30.9M | 14.6% | +168,500+82.2% | Added | History |
| SHOPShopify Inc. | Stock | 447,500 | $29.6M | 14.0% | +32,500+7.8% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 85,000 | $26.7M | 12.6% | +11,500+15.6% | Added | History |
| PCORProcore Technologies, Inc. | COM | 382,500 | $25.4M | 12.0% | +126,500+49.4% | Added | History |
| SESea Ltd | SPONSORD ADS | 345,000 | $24.6M | 11.6% | −45,000−11.5% | Reduced | History |
| APPFAppfolio Inc | COM CL A | 89,500 | $21.9M | 10.3% | −53,500−37.4% | Reduced | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 92,500 | $9.20M | 4.3% | −61,000−39.7% | Reduced | History |
| DUOLDuolingo, Inc. | CL A COM | 38,000 | $7.93M | 3.7% | −5,000−11.6% | Reduced | History |
Sold out since Q1 2024 (2)
Positions held at the end of Q1 2024 that are gone from this filing.