Long Walk Management LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Long Walk Management LP disclosed 10 US equity positions worth $449.5m in its Q4 2025 13F filing. The largest position was APPF at 19.8% of the reported book, followed by DASH and NU. Against the Q3 2025 filing, it opened 1 new position, added to 4 and reduced 4 among the top 10 holdings.
What did Long Walk Management LP own in Q4 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APPF APPFOLIO INC | Technology | 19.8% | $88.8m | 381,750 | 32% | added |
| 2 | DASH DOORDASH INC | Consumer Cyclical | 18.8% | $84.5m | 373,000 | 76% | added |
| 3 | NU NU HLDGS LTD | Financial Services | 14.1% | $63.5m | 3,792,000 | 11% | added |
| 4 | UI UBIQUITI INC | Technology | 10.4% | $46.6m | 84,150 | -0% | held |
| 5 | CPNG COUPANG INC | Consumer Cyclical | 8.8% | $39.5m | 1,675,000 | -43% | reduced |
| 6 | GOOGL ALPHABET INC | Communication Services | 7.0% | $31.3m | 100,000 | – | new |
| 7 | AMD ADVANCED MICRO DEVICES INC | Technology | 6.4% | $28.8m | 134,400 | -33% | reduced |
| 8 | SE SEA LTD | Consumer Cyclical | 6.3% | $28.4m | 222,500 | -27% | reduced |
| 9 | NBIS NEBIUS GROUP N.V. | Communication Services | 5.5% | $24.7m | 294,500 | -38% | reduced |
| 10 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 3.0% | $13.5m | 23,300 | 31% | added |
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.