$92.8 Billion is the total value of LONG WALK MANAGEMENT LP's 7 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NET | Sell | CLOUDFLARE INC | $23,961,300 | +64210.1% | 530,000 | -21.4% | 25.82% | -28.0% |
| APPF | Sell | APPFOLIO INC | $20,232,960 | +75475.1% | 192,000 | -25.0% | 21.80% | -15.4% |
| SNOW | Buy | SNOWFLAKE INCcl a | $10,765,500 | +96904.0% | 75,000 | +14.9% | 11.60% | +8.6% |
| DDOG | Buy | DATADOG INC | $9,665,250 | +203593.4% | 131,500 | +145.8% | 10.42% | +128.1% |
| SQ | Buy | BLOCK INCcl a | $9,645,940 | +205001.8% | 153,500 | +79.5% | 10.39% | +129.7% |
| PCOR | Sell | PROCORE TECHNOLOGIES INC | $9,318,050 | +87262.2% | 197,500 | -10.2% | 10.04% | -2.2% |
| Buy | DUOLINGO INC | $9,211,335 | +105911.5% | 129,500 | +41.9% | 9.93% | +18.7% |
Signatures
The EDGAR filing(s) were signed by:
- James Zimmerman — Chief Compliance Officer
- LONG WALK MANAGEMENT LP holdings (13F-HR)
- LONG WALK MANAGEMENT LP ownership history
- LONG WALK MANAGEMENT LP portfolio value
- LONG WALK MANAGEMENT LP filings
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