Long Walk Management LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Long Walk Management LP disclosed 10 US equity positions worth $241.7m in its Q3 2024 13F filing. The largest position was RDDT at 19.5% of the reported book, followed by SPOT and NET.
What did Long Walk Management LP own in Q3 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | RDDT REDDIT INC | Communication Services | 19.5% | $47.1m | 715,000 | – | |
| 2 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 12.9% | $31.1m | 84,500 | – | |
| 3 | NET CLOUDFLARE INC | Technology | 12.5% | $30.1m | 372,250 | – | |
| 4 | SE SEA LTD | Consumer Cyclical | 11.9% | $28.8m | 305,000 | – | |
| 5 | CPNG COUPANG INC | Consumer Cyclical | 9.7% | $23.3m | 950,000 | – | |
| 6 | DUOL DUOLINGO INC | Technology | 8.7% | $21.0m | 74,300 | – | |
| 7 | SHOP SHOPIFY INC | Technology | 7.6% | $18.4m | 230,000 | – | |
| 8 | DASH DOORDASH INC | Consumer Cyclical | 6.7% | $16.3m | 114,000 | – | |
| 9 | XYZ BLOCK INC | Technology | 5.6% | $13.6m | 202,500 | – | |
| 10 | APPF APPFOLIO INC | Technology | 4.9% | $11.9m | 50,750 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.