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LONG WALK MANAGEMENT LP
Period ended Sep 30, 2026 · Latest filing Nov 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $523,457,261
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $71,051,593
- APPFOLIO INC · COM CL A · 03783C100 · shares: $62,662,500
- MERCADOLIBRE INC · COM · 58733R102 · shares: $45,806,045
- GLOBAL E ONLINE LTD · SHS · M5216V106 · shares: $39,928,650
- DOORDASH INC · CL A · 25809K105 · shares: $39,555,025
- NEBIUS GROUP N.V. · SHS CLASS A · N97284108 · shares: $39,038,140
- META PLATFORMS INC · CL A · 30303M102 · shares: $38,434,540
- NU HLDGS LTD · ORD SHS CL A · G6683N103 · shares: $38,264,850
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $32,816,630
- COUPANG INC · CL A · 22266T109 · shares: $26,422,350
Reported holdings
17 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 155,750 shares | $71,051,593 |
| APPFOLIO INC | COM CL A | 03783C100 | — | 312,500 shares | $62,662,500 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 26,500 shares | $45,806,045 |
| GLOBAL E ONLINE LTD | SHS | M5216V106 | — | 1,005,000 shares | $39,928,650 |
| DOORDASH INC | CL A | 25809K105 | — | 215,500 shares | $39,555,025 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 165,500 shares | $39,038,140 |
| META PLATFORMS INC | CL A | 30303M102 | — | 53,000 shares | $38,434,540 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 3,022,500 shares | $38,264,850 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 95,375 shares | $32,816,630 |
| COUPANG INC | CL A | 22266T109 | — | 1,905,000 shares | $26,422,350 |
| UBIQUITI INC | COM | 90353W103 | — | 44,500 shares | $25,255,085 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 48,500 shares | $23,637,930 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | — | 428,500 shares | $22,162,020 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 34,125 shares | $11,627,753 |
| SK HYNIX INC | AMERICAN DEPOSIT | 78392B206 | — | 23,500 shares | $4,327,525 |
| STATE STR SPDR S&P 500 ETF T | PUT | 78462F953 | PUT | 15,000 shares | $1,470,000 |
| WISE GROUP PLC | ORD SHS CLASS A | G9723Y105 | — | 87,500 shares | $996,625 |