LONG WALK MANAGEMENT LP
LONG WALK MANAGEMENT LP reported 14 positions worth $440.8M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: TSM (15.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TSM | SH | $67.5M | 15.30% | 141,250 | — | — | |
| ▸ 2 | GOOGL | SH | $54.9M | 12.45% | 153,625 | — | — | |
| ▸ 3 | APPF | SH | $48.9M | 11.09% | 304,875 | — | — | |
| ▸ 4 | DASH | SH | $34.6M | 7.85% | 187,500 | — | — | |
| ▸ 5 | CPNG | SH | $34.2M | 7.76% | 1,970,000 | — | — | |
| ▸ 6 | NBIS | SH | $33.1M | 7.52% | 120,000 | — | — | |
| ▸ 7 | NU | SH | $32.9M | 7.46% | 2,460,000 | — | — | |
| ▸ 8 | PINS | SH | $29.4M | 6.68% | 1,400,000 | — | — | |
| ▸ 9 | GLBE | SH | $27.7M | 6.29% | 798,500 | — | — | |
| ▸ 10 | SPOT | SH | $19.7M | 4.48% | 43,000 | — | — |
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Frequently Asked Questions
What stocks does LONG WALK MANAGEMENT LP hold as of Q2 2026?
LONG WALK MANAGEMENT LP reported 14 positions worth $440.8M in its Q2 2026 13F filing. Largest positions: TSM (15.3%), GOOGL (12.5%), APPF (11.1%), DASH (7.8%) and CPNG (7.8%).
What did LONG WALK MANAGEMENT LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LONG WALK MANAGEMENT LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.