LONG WALK MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 3.43M | $54.91M |
 | CPNG | 2.94M | $94.51M |
 | SE | 305K | $54.51M |
 | APPF | 289K | $79.53M |
 | DASH | 212K | $57.66M |
 | AMD | 200K | $32.36M |
 | UI | 84K | $55.75M |
 | SPOT | 18K | $12.42M |
Nu Holdings Ltd.
NU
Shares Held
3.43M
Value
$54.91M
Coupang, Inc.
CPNG
Shares Held
2.94M
Value
$94.51M
Sea Limited
SE
Shares Held
305K
Value
$54.51M
AppFolio, Inc.
APPF
Shares Held
289K
Value
$79.53M
DoorDash, Inc.
DASH
Shares Held
212K
Value
$57.66M
Advanced Micro Devices, Inc.
AMD
Shares Held
200K
Value
$32.36M
Ubiquiti Inc.
UI
Shares Held
84K
Value
$55.75M
Spotify Technology S.A.
SPOT
Shares Held
18K
Value
$12.42M