LONG WALK MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 2.94M | $42.25M |
 | CPNG | 2.16M | $40.83M |
 | PINS | 1.29M | $23.66M |
 | DASH | 283K | $42.42M |
 | NBIS | 217K | $22.52M |
 | APPF | 205K | $32.27M |
 | NFLX | 180K | $17.31M |
 | ABNB | 163K | $20.52M |
 | GOOGL | 138K | $39.54M |
 | SPOT | 55K | $26.46M |
 | UI | 45K | $35.76M |
Nu Holdings Ltd.
NU
Shares Held
2.94M
Value
$42.25M
Coupang, Inc.
CPNG
Shares Held
2.16M
Value
$40.83M
Pinterest, Inc.
PINS
Shares Held
1.29M
Value
$23.66M
DoorDash, Inc.
DASH
Shares Held
283K
Value
$42.42M
Nebius Group N.V.
NBIS
Shares Held
217K
Value
$22.52M
AppFolio Inc.
APPF
Shares Held
205K
Value
$32.27M
Netflix, Inc.
NFLX
Shares Held
180K
Value
$17.31M
Airbnb, Inc.
ABNB
Shares Held
163K
Value
$20.52M
Alphabet Inc.
GOOGL
Shares Held
138K
Value
$39.54M
Spotify Technology S.A.
SPOT
Shares Held
55K
Value
$26.46M
Ubiquiti Inc.
UI
Shares Held
45K
Value
$35.76M