
LONG WALK MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | NU | 3.79M | $63.48M |
![]() | CPNG | 1.68M | $39.51M |
![]() | APPF | 382K | $88.81M |
![]() | DASH | 373K | $84.48M |
![]() | SE | 223K | $28.38M |
![]() | AMD | 134K | $28.78M |
![]() | GOOGL | 100K | $31.30M |
![]() | UI | 84K | $46.56M |
![]() | SPOT | 23K | $13.53M |

Nu Holdings Ltd.
NU
Shares Held
3.79M
Value
$63.48M

Coupang, Inc.
CPNG
Shares Held
1.68M
Value
$39.51M

AppFolio, Inc.
APPF
Shares Held
382K
Value
$88.81M

DoorDash, Inc.
DASH
Shares Held
373K
Value
$84.48M

Sea Limited
SE
Shares Held
223K
Value
$28.38M

Advanced Micro Devices, Inc.
AMD
Shares Held
134K
Value
$28.78M

Alphabet Inc.
GOOGL
Shares Held
100K
Value
$31.30M

Ubiquiti Inc.
UI
Shares Held
84K
Value
$46.56M

Spotify Technology S.A.
SPOT
Shares Held
23K
Value
$13.53M
