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