Long Walk Management LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Long Walk Management LP disclosed 9 US equity positions worth $494.8m in its Q3 2025 13F filing. The largest position was CPNG at 19.1% of the reported book, followed by APPF and DASH. Against the Q2 2025 filing, it opened 1 new position, added to 4 and reduced 4 among the top 9 holdings.
What did Long Walk Management LP own in Q3 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CPNG COUPANG INC | Consumer Cyclical | 19.1% | $94.5m | 2,935,000 | 16% | added |
| 2 | APPF APPFOLIO INC | Technology | 16.1% | $79.5m | 288,500 | 4% | added |
| 3 | DASH DOORDASH INC | Consumer Cyclical | 11.7% | $57.7m | 212,000 | -20% | reduced |
| 4 | UI UBIQUITI INC | Technology | 11.3% | $55.8m | 84,400 | 22% | added |
| 5 | NU NU HLDGS LTD | Financial Services | 11.1% | $54.9m | 3,430,000 | 84% | added |
| 6 | SE SEA LTD | Consumer Cyclical | 11.0% | $54.5m | 305,000 | -29% | reduced |
| 7 | NBIS NEBIUS GROUP N.V. | Communication Services | 10.7% | $53.1m | 473,250 | -5% | reduced |
| 8 | AMD ADVANCED MICRO DEVICES INC | Technology | 6.5% | $32.4m | 200,000 | – | new |
| 9 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 2.5% | $12.4m | 17,800 | -43% | 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.