Long Walk Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Long Walk Management LP disclosed 14 US equity positions worth $440.8m in its Q2 2026 13F filing. The largest position was TSM at 15.3% of the reported book, followed by GOOGL and APPF. Against the Q1 2026 filing, it opened 5 new positions, added to 3 and reduced 6 among the top 14 holdings.
What did Long Walk Management LP own in Q2 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 15.3% | $67.5m | 141,250 | – | new |
| 2 | GOOGL ALPHABET INC | Communication Services | 12.5% | $54.9m | 153,625 | 12% | added |
| 3 | APPF APPFOLIO INC | Technology | 11.1% | $48.9m | 304,875 | 49% | added |
| 4 | DASH DOORDASH INC | Consumer Cyclical | 7.8% | $34.6m | 187,500 | -34% | reduced |
| 5 | CPNG COUPANG INC | Consumer Cyclical | 7.8% | $34.2m | 1,970,000 | -9% | reduced |
| 6 | NBIS NEBIUS GROUP N.V. | Communication Services | 7.5% | $33.1m | 120,000 | -45% | reduced |
| 7 | NU NU HLDGS LTD | Financial Services | 7.5% | $32.9m | 2,460,000 | -16% | reduced |
| 8 | PINS PINTEREST INC | Communication Services | 6.7% | $29.4m | 1,400,000 | 9% | added |
| 9 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 6.3% | $27.7m | 798,500 | – | new |
| 10 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 4.5% | $19.7m | 43,000 | -21% | reduced |
| 11 | UI UBIQUITI INC | Technology | 4.2% | $18.4m | 34,532 | -24% | reduced |
| 12 | NVDA NVIDIA CORPORATION | Technology | 4.0% | $17.5m | 87,500 | – | new |
| 13 | GOOG ALPHABET INC | Communication Services | 3.8% | $16.8m | 47,500 | – | new |
| 14 | STATE STR SPDR S&P 500 ETF T | 1.2% | $5.1m | 15,000 | – | new |
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.