| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CLOUDFLARE INC | 10 | Q3 2023 | 39.8% |
| APPFOLIO INC | 10 | Q3 2023 | 32.1% |
| RH | 7 | Q2 2023 | 19.0% |
| PROCORE TECHNOLOGIES INC | 7 | Q3 2023 | 14.2% |
| SNOWFLAKE INC | 6 | Q1 2023 | 25.7% |
| DUOLINGO INC | 6 | Q3 2023 | 15.8% |
| SQUARE INC | 6 | Q3 2023 | 16.2% |
| MICROSOFT CORP | 3 | Q3 2023 | 7.9% |
| FASTLY INC | 2 | Q3 2021 | 13.4% |
| FLOOR & DECOR HLDGS INC | 2 | Q3 2023 | 12.2% |
View LONG WALK MANAGEMENT LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-01-28 |
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.