Long Walk Management LP reported 14 holdings worth US$441M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Long Walk Management LP reported 14 holdings worth US$441M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Taiwan Semiconductor Manufacturing Co., Ltd. and Appfolio, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 14
- Value as reported
- US$441M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 201K | US$71.7M | 16.3% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 141K | US$67.5M | 15.3% |
| Appfolio, Inc. | 305K | US$48.9M | 11.1% |
| Doordash, Inc. | 188K | US$34.6M | 7.8% |
| Coupang, Inc. | 1.97M | US$34.2M | 7.8% |
| Nu Holdings Ltd. | 2.46M | US$32.9M | 7.5% |
| Pinterest, Inc. | 1.4M | US$29.4M | 6.7% |
| Ubiquiti Inc. | 34,532 | US$18.4M | 4.2% |
| Nvidia Corporation | 87,500 | US$17.5M | 4.0% |
| Airbnb, Inc. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |