Long Walk Management LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Long Walk Management LP disclosed 11 US equity positions worth $279.3m in its Q4 2024 13F filing. The largest position was NET at 13.8% of the reported book, followed by SPOT and SE. Against the Q3 2024 filing, it opened 1 new position, added to 3 and reduced 5 among the top 11 holdings.
What did Long Walk Management LP own in Q4 2024? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | NET CLOUDFLARE INC | Technology | 13.8% | $38.7m | 359,000 | -4% | reduced |
| 2 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 13.5% | $37.6m | 84,000 | -1% | reduced |
| 3 | SE SEA LTD | Consumer Cyclical | 13.0% | $36.3m | 341,750 | 12% | added |
| 4 | CPNG COUPANG INC | Consumer Cyclical | 10.2% | $28.5m | 1,296,500 | 36% | added |
| 5 | RDDT REDDIT INC | Communication Services | 9.6% | $26.9m | 164,500 | -77% | reduced |
| 6 | DASH DOORDASH INC | Consumer Cyclical | 8.7% | $24.2m | 114,200 | 0% | held |
| 7 | DUOL DUOLINGO INC | Technology | 7.3% | $20.5m | 63,250 | -15% | reduced |
| 8 | GOOGL ALPHABET INC | Communication Services | 7.2% | $20.1m | 104,500 | – | new |
| 9 | XYZ BLOCK INC | Technology | 6.2% | $17.2m | 202,500 | 0% | held |
| 10 | APPF APPFOLIO INC | Technology | 5.8% | $16.2m | 65,500 | 29% | added |
| 11 | SHOP SHOPIFY INC | Technology | 4.8% | $13.3m | 125,000 | -46% | reduced |
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.