Holdings
Long Walk Management LP
As of Jun 30, 2026, Long Walk Management LP reported 9 positions worth US$355M. Largest: Alphabet Inc (google) Class C, Taiwan Semiconductor Manufacturing Co., Ltd. and Appfolio, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 201K | US$71.7M | +63,088 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 141K | US$67.5M | new | Jun 30, 2026 |
| Appfolio, Inc. | 305K | US$48.9M | +100K | Jun 30, 2026 |
| Doordash, Inc. | 188K | US$34.6M | −95,000 | Jun 30, 2026 |
| Coupang, Inc. | 1.97M | US$34.2M | −193K | Jun 30, 2026 |
| Nu Holdings Ltd. | 2.46M | US$32.9M | −480K | Jun 30, 2026 |
| Pinterest, Inc. | 1.4M | US$29.4M | +110K | Jun 30, 2026 |
| Ubiquiti Inc. | 34,532 | US$18.4M | −10,718 | Jun 30, 2026 |
| Nvidia Corporation | 87,500 | US$17.5M | new | Jun 30, 2026 |