LONG WALK MANAGEMENT LP - Q4 2022 holdings

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$92.8 Million 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% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
NET SellCLOUDFLARE INC$23,961,300
-35.7%
530,000
-21.4%
25.82%
-28.0%
APPF SellAPPFOLIO INC$20,232,960
-24.4%
192,000
-25.0%
21.80%
-15.4%
SNOW BuySNOWFLAKE INCcl a$10,765,500
-3.0%
75,000
+14.9%
11.60%
+8.6%
DDOG BuyDATADOG INC$9,665,250
+103.7%
131,500
+145.8%
10.42%
+128.1%
SQ BuyBLOCK INCcl a$9,645,940
+105.1%
153,500
+79.5%
10.39%
+129.7%
PCOR SellPROCORE TECHNOLOGIES INC$9,318,050
-12.6%
197,500
-10.2%
10.04%
-2.2%
BuyDUOLINGO INC$9,211,335
+6.0%
129,500
+41.9%
9.93%
+18.7%
Original filings

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

  • View 13F-HR/A filed 2023-02-13
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.

All filings

View complete filings history.

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Issues

The following issues were detected while analyzing the report:

  • The reported has been restated
  • The reported has been amended

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