Back to funds
View filing
LONG WALK MANAGEMENT LP
hedge fundUpdated 27 days agoManaged by Long Walk Management Lp • Latest filing Q2 2026
Portfolio value
$440.8M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
65.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $112.1M |
| Q2 2023 | $135.2M |
| Q3 2023 | $135.3M |
| Q4 2023 | $154.4M |
| Q1 2024 | $200.5M |
| Q2 2024 | $211.8M |
| Q3 2024 | $241.7M |
| Q4 2024 | $279.3M |
| Q1 2025 | $308.7M |
| Q2 2025 | $395.1M |
| Q3 2025 | $494.8M |
| Q4 2025 | $449.5M |
| Q1 2026 | $343.5M |
| Q2 2026 | $440.8M |
Top holdings
14 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $67.5M | 141.3K | 15.30% | — |
| 2 | G GOOGN ALPHABET INC | $54.9M | 153.6K | 12.45% | — |
| 3 | A APPF APPFOLIO INC | $48.9M | 304.9K | 11.09% | — |
| 4 | D DASH DOORDASH INC | $34.6M | 187.5K | 7.85% | — |
| 5 | C CPNG COUPANG INC | $34.2M | 1.97M | 7.76% | — |
| 6 | N NBIS NEBIUS GROUP N.V. | $33.1M | 120.0K | 7.52% | — |
| 7 | N NU NU HLDGS LTD | $32.9M | 2.46M | 7.46% | — |
| 8 | P PINS PINTEREST INC | $29.4M | 1.40M | 6.68% | — |
| 9 | G GLBE GLOBAL E ONLINE LTD | $27.7M | 798.5K | 6.29% | — |
| 10 | S SPOT SPOTIFY TECHNOLOGY S A | $19.7M | 43.0K | 4.48% | — |
| 11 | U UI UBIQUITI INC | $18.4M | 34.5K | 4.18% | — |
| 12 | N NVDA NVIDIA CORPORATION | $17.5M | 87.5K | 3.97% | — |
| 13 | G GOOGN ALPHABET INC | $16.8M | 47.5K | 3.81% | — |
| 14 | S SPY STATE STR SPDR S&P 500 ETF T | $5.1M | 15.0K | 1.16% | — |