Long Walk Management LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Long Walk Management LP disclosed 9 US equity positions worth $395.1m in its Q2 2025 13F filing. The largest position was CPNG at 19.1% of the reported book, followed by SE and DASH. Against the Q1 2025 filing, it opened 2 new positions, added to 4 and reduced 3 among the top 9 holdings.
What did Long Walk Management LP own in Q2 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CPNG COUPANG INC | Consumer Cyclical | 19.1% | $75.5m | 2,521,625 | 4% | added |
| 2 | SE SEA LTD | Consumer Cyclical | 17.5% | $69.0m | 431,500 | 10% | added |
| 3 | DASH DOORDASH INC | Consumer Cyclical | 16.5% | $65.3m | 264,750 | 57% | added |
| 4 | APPF APPFOLIO INC | Technology | 16.1% | $63.6m | 276,325 | 79% | added |
| 5 | UI UBIQUITI INC | Technology | 7.2% | $28.5m | 69,185 | – | new |
| 6 | NBIS NEBIUS GROUP N.V. | Communication Services | 7.0% | $27.7m | 500,000 | – | new |
| 7 | NU NU HLDGS LTD | Financial Services | 6.5% | $25.5m | 1,860,000 | -17% | reduced |
| 8 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 6.1% | $24.0m | 31,225 | -33% | reduced |
| 9 | NET CLOUDFLARE INC | Technology | 4.1% | $16.0m | 81,765 | -41% | 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.