Long Walk Management LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Long Walk Management LP disclosed 11 US equity positions worth $308.7m in its Q1 2025 13F filing. The largest position was CPNG at 17.2% of the reported book, followed by SE and APPF. Against the Q4 2024 filing, it opened 1 new position, added to 6 and reduced 4 among the top 11 holdings.
What did Long Walk Management LP own in Q1 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CPNG COUPANG INC | Consumer Cyclical | 17.2% | $53.0m | 2,417,500 | 86% | added |
| 2 | SE SEA LTD | Consumer Cyclical | 16.7% | $51.4m | 394,000 | 15% | added |
| 3 | APPF APPFOLIO INC | Technology | 11.0% | $34.0m | 154,800 | 136% | added |
| 4 | DASH DOORDASH INC | Consumer Cyclical | 10.0% | $30.9m | 169,000 | 48% | added |
| 5 | RDDT REDDIT INC | Communication Services | 9.3% | $28.6m | 272,500 | 66% | added |
| 6 | GOOGL ALPHABET INC | Communication Services | 8.8% | $27.2m | 176,000 | 68% | added |
| 7 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 8.3% | $25.7m | 46,750 | -44% | reduced |
| 8 | NU NU HLDGS LTD | Financial Services | 7.5% | $23.0m | 2,250,000 | – | new |
| 9 | NET CLOUDFLARE INC | Technology | 5.0% | $15.5m | 137,850 | -62% | reduced |
| 10 | SHOP SHOPIFY INC | Technology | 3.2% | $9.9m | 103,250 | -17% | reduced |
| 11 | DUOL DUOLINGO INC | Technology | 3.0% | $9.4m | 30,250 | -52% | 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.