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 66.7% .

 Value Shares↓ Weighting
NET SellCLOUDFLARE INC$37,609,000
-28.5%
286,000
-38.7%
25.67%
-35.4%
PTON ExitPELOTON INTERACTIVE INC$0-112,879
-100.0%
-7.43%
FSLY ExitFASTLY INCcl a$0-429,199
-100.0%
-13.12%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-01-28
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
CLOUDFLARE INC10Q3 202339.8%
APPFOLIO INC10Q3 202332.1%
RH7Q2 202319.0%
PROCORE TECHNOLOGIES INC7Q3 202314.2%
SNOWFLAKE INC6Q1 202325.7%
DUOLINGO INC6Q3 202315.8%
SQUARE INC6Q3 202316.2%
MICROSOFT CORP3Q3 20237.9%
FASTLY INC2Q3 202113.4%
FLOOR & DECOR HLDGS INC2Q3 202312.2%

View LONG WALK MANAGEMENT LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-26
13F-HR2023-11-13
13F-HR2023-07-20
13F-HR2023-05-15
13F-HR/A2023-02-13
13F-HR2023-01-23
13F-HR2022-11-09
13F-HR2022-08-02
13F-HR2022-05-11
13F-HR2022-01-28

View LONG WALK MANAGEMENT LP's complete filings history.

Compare quarters

Export LONG WALK MANAGEMENT LP's holdings