$104 Million is the total value of LONG WALK MANAGEMENT LP's 6 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| APPF | Buy | APPFOLIO INC | $33,317,000 | -14.7% | 367,576 | +6.6% | 32.13% | +4.9% |
| SNOW | Buy | SNOWFLAKE INCcl a | $22,980,000 | +18.0% | 165,250 | +94.4% | 22.16% | +45.0% |
| NET | Buy | CLOUDFLARE INC | $21,766,000 | -37.3% | 497,500 | +71.6% | 20.99% | -23.0% |
| PCOR | Buy | PROCORE TECHNOLOGIES INC | $14,321,000 | +15.0% | 315,500 | +46.7% | 13.81% | +41.3% |
| New | DUOLINGO INC | $6,654,000 | – | 76,000 | +100.0% | 6.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-02
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.