14 is the total number of securities LONG WALK MANAGEMENT LP has owned. The longest LONG WALK MANAGEMENT LP has owned a single stock is 10 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| NET | CLOUDFLARE INC | 10 | 10 | 11.95% | 26.45% | 39.76% | Q2 2021 | Q3 2023 | 10 |
| APPF | APPFOLIO INC | 10 | 10 | 10.12% | 21.81% | 32.13% | Q2 2021 | Q3 2023 | 10 |
| RH | RH | 5 | 2 | 4.50% | 12.30% | 19.01% | Q2 2021 | Q2 2023 | 7 |
| PCOR | PROCORE TECHNOLOGIES INC | 7 | 7 | 9.78% | 12.03% | 14.19% | Q1 2022 | Q3 2023 | 7 |
| SNOW | SNOWFLAKE INC | 6 | 6 | 2.48% | 14.64% | 25.67% | Q4 2021 | Q1 2023 | 6 |
| DUOLINGO INC | 6 | 6 | 6.42% | 10.92% | 15.78% | Q2 2022 | Q3 2023 | 6 | |
| SQ | SQUARE INC | 5 | 1 | 4.52% | 10.21% | 16.24% | Q2 2021 | Q3 2023 | 6 |
| MSFT | MICROSOFT CORP | 3 | 3 | 7.29% | 7.61% | 7.87% | Q1 2023 | Q3 2023 | 3 |
| FSLY | FASTLY INC | 2 | 2 | 13.12% | 13.24% | 13.35% | Q2 2021 | Q3 2021 | 2 |
| FND | FLOOR & DECOR HLDGS INC | 2 | 2 | 11.92% | 12.06% | 12.21% | Q2 2023 | Q3 2023 | 2 |
| PTON | PELOTON INTERACTIVE INC | 2 | 2 | 7.43% | 10.29% | 13.15% | Q2 2021 | Q3 2021 | 2 |
| DDOG | DATADOG INC | 2 | 2 | 4.56% | 7.49% | 10.42% | Q3 2022 | Q4 2022 | 2 |
| ATLASSIAN CORPORATION | 1 | 1 | 11.92% | 11.92% | 11.92% | Q3 2023 | Q3 2023 | 1 | |
| SHOP | SHOPIFY INC | 1 | 1 | 11.60% | 11.60% | 11.60% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including CLOUDFLARE INC, APPFOLIO INC, and RH, are the highest-conviction holdings of LONG WALK MANAGEMENT LP.
The conviction is calculated by counting the number of quarters a security has been reported by LONG WALK MANAGEMENT LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that LONG WALK MANAGEMENT LP owns currently or has owned in the past.