$146 Million is the total value of LONG WALK MANAGEMENT LP's 6 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NET | New | CLOUDFLARE INC | $50,253,000 | – | 474,797 | +100.0% | 34.53% | – |
RH | New | RH | $21,365,000 | – | 31,465 | +100.0% | 14.68% | – |
FSLY | New | FASTLY INCcl a | $19,430,000 | – | 326,015 | +100.0% | 13.35% | – |
PTON | New | PELOTON INTERACTIVE INC | $19,137,000 | – | 154,307 | +100.0% | 13.15% | – |
APPF | New | APPFOLIO INC | $18,715,000 | – | 132,540 | +100.0% | 12.86% | – |
SQ | New | SQUARE INCcl a | $16,639,000 | – | 68,250 | +100.0% | 11.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-16
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.