Long Walk Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Long Walk Management LP disclosed 11 US equity positions worth $343.5m in its Q1 2026 13F filing. The largest position was DASH at 12.3% of the reported book, followed by NU and CPNG.
What did Long Walk Management LP own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | DASH DOORDASH INC | Consumer Cyclical | 12.3% | $42.4m | 282,500 | – | |
| 2 | NU NU HLDGS LTD | Financial Services | 12.3% | $42.2m | 2,940,000 | – | |
| 3 | CPNG COUPANG INC | Consumer Cyclical | 11.9% | $40.8m | 2,162,500 | – | |
| 4 | GOOGL ALPHABET INC | Communication Services | 11.5% | $39.5m | 137,500 | – | |
| 5 | UI UBIQUITI INC | Technology | 10.4% | $35.8m | 45,250 | – | |
| 6 | APPF APPFOLIO INC | Technology | 9.4% | $32.3m | 204,500 | – | |
| 7 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 7.7% | $26.5m | 54,575 | – | |
| 8 | PINS PINTEREST INC | Communication Services | 6.9% | $23.7m | 1,290,000 | – | |
| 9 | NBIS NEBIUS GROUP N.V. | Communication Services | 6.6% | $22.5m | 217,000 | – | |
| 10 | ABNB AIRBNB INC | Consumer Cyclical | 6.0% | $20.5m | 162,500 | – | |
| 11 | NFLX NETFLIX INC. | Communication Services | 5.0% | $17.3m | 180,000 | – |
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.