LONG WALK MANAGEMENT LP Q4 2021 holdings

$146 Million is the total value of LONG WALK MANAGEMENT LP's 4 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 60.0% .

 Value Shares↓ Weighting
APPF BuyAPPFOLIO INC$43,429
+37.9%
358,737
+37.2%
29.65%
+24.5%
NET SellCLOUDFLARE INC$37,609
-28.5%
286,000
-38.7%
25.67%
-35.4%
SNOW NewSNOWFLAKE INCcl a$37,601111,000
+100.0%
25.67%
RH BuyRH$27,850
+32.7%
51,965
+65.2%
19.01%
+19.8%
PTON ExitPELOTON INTERACTIVE INC$0-112,879
-100.0%
-7.43%
FSLY ExitFASTLY INCcl a$0-429,199
-100.0%
-13.12%
Signed by
  • James Zimmerman — Chief Compliance Officer

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