LONG WALK MANAGEMENT LP - Q3 2023 holdings

$135 Million is the total value of LONG WALK MANAGEMENT LP's 9 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 37.5% .

 Value Shares↓ Weighting
BuyDUOLINGO INC$19,489,725
+35.7%
117,500
+16.9%
14.40%
+35.6%
PCOR SellPROCORE TECHNOLOGIES INC$17,571,080
-8.5%
269,000
-8.8%
12.99%
-8.5%
FND BuyFLOOR & DECOR HLDGS INCcl a$16,516,250
+2.5%
182,500
+17.7%
12.21%
+2.5%
NET SellCLOUDFLARE INC$16,169,760
-21.5%
256,500
-18.6%
11.95%
-21.5%
NewATLASSIAN CORPORATIONcl a$16,120,80080,000
+100.0%
11.92%
SHOP NewSHOPIFY INCcl a$15,688,875287,500
+100.0%
11.60%
APPF SellAPPFOLIO INC$13,697,250
-27.3%
75,000
-31.5%
10.12%
-27.4%
SQ SellBLOCK INCcl a$10,179,800
-53.7%
230,000
-30.3%
7.52%
-53.7%
MSFT  MICROSOFT CORP$9,867,188
-7.3%
31,2500.0%7.29%
-7.3%
RH ExitRH$0-41,000
-100.0%
-9.99%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-11-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
CLOUDFLARE INC10Q3 202339.8%
APPFOLIO INC10Q3 202332.1%
RH7Q2 202319.0%
PROCORE TECHNOLOGIES INC7Q3 202314.2%
SNOWFLAKE INC6Q1 202325.7%
DUOLINGO INC6Q3 202315.8%
SQUARE INC6Q3 202316.2%
MICROSOFT CORP3Q3 20237.9%
FASTLY INC2Q3 202113.4%
FLOOR & DECOR HLDGS INC2Q3 202312.2%

View LONG WALK MANAGEMENT LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-26
13F-HR2023-11-13
13F-HR2023-07-20
13F-HR2023-05-15
13F-HR/A2023-02-13
13F-HR2023-01-23
13F-HR2022-11-09
13F-HR2022-08-02
13F-HR2022-05-11
13F-HR2022-01-28

View LONG WALK MANAGEMENT LP's complete filings history.

Compare quarters

Export LONG WALK MANAGEMENT LP's holdings