Stock Taper 
LONG WALK MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ubiquiti Inc. | UI | 34.53K | $18.44M |
 Spotify Technology S.A. | SPOT | 43K | $19.74M |
 Alphabet Inc. | GOOG | 47.5K | $16.78M |
 NVIDIA Corporation | NVDA | 87.5K | $17.51M |
 Nebius Group N.V. | NBIS | 120K | $33.14M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 141.25K | $67.46M |
 Alphabet Inc. | GOOGL | 153.63K | $54.9M |
 DoorDash, Inc. | DASH | 187.5K | $34.6M |
 AppFolio Inc. | APPF | 304.88K | $48.89M |
 Global-e Online Ltd. | GLBE | 798.5K | $27.73M |
 Pinterest, Inc. | PINS | 1.4M | $29.44M |
 Coupang, Inc. | CPNG | 1.97M | $34.22M |
 Nu Holdings Ltd. | NU | 2.46M | $32.87M |