Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
CLOUDFLARE INC | 13 | Q2 2024 | 39.8% |
APPFOLIO INC | 13 | Q2 2024 | 32.1% |
PROCORE TECHNOLOGIES INC | 10 | Q2 2024 | 14.2% |
RH | 9 | Q1 2024 | 19.0% |
DUOLINGO INC | 9 | Q2 2024 | 15.8% |
SNOWFLAKE INC | 6 | Q1 2023 | 25.7% |
SQUARE INC | 6 | Q3 2023 | 16.2% |
FLOOR & DECOR HLDGS INC | 5 | Q2 2024 | 19.9% |
MICROSOFT CORP | 5 | Q1 2024 | 7.9% |
SHOPIFY INC | 4 | Q2 2024 | 17.8% |
View LONG WALK MANAGEMENT LP's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-28 |
13F-HR | 2024-08-13 |
13F-HR | 2024-05-09 |
13F-HR | 2024-01-26 |
13F-HR | 2023-11-13 |
13F-HR | 2023-07-20 |
13F-HR | 2023-05-15 |
13F-HR/A | 2023-02-13 |
13F-HR | 2023-01-23 |
13F-HR | 2022-11-09 |
View LONG WALK MANAGEMENT LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.