LONG WALK MANAGEMENT LP - Q2 2023 holdings

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$135 Million is the total value of LONG WALK MANAGEMENT LP's 8 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 25.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
SQ BuyBLOCK INCcl a$21,968,100
+76.3%
330,000
+81.8%
16.24%
+46.1%
NET SellCLOUDFLARE INC$20,591,550
-33.1%
315,000
-36.9%
15.23%
-44.5%
PCOR BuyPROCORE TECHNOLOGIES INC$19,195,650
+30.4%
295,000
+25.5%
14.19%
+8.1%
APPF SellAPPFOLIO INC$18,849,330
-3.2%
109,500
-30.0%
13.94%
-19.8%
FND NewFLOOR & DECOR HLDGS INCcl a$16,113,800–155,000
+100.0%
11.92%–
SellDUOLINGO INC$14,365,470
-18.8%
100,500
-19.0%
10.62%
-32.7%
RH BuyRH$13,513,190
+141.2%
41,000
+78.3%
9.99%
+99.9%
MSFT BuyMICROSOFT CORP$10,641,875
+24.1%
31,250
+5.0%
7.87%
+2.8%
SNOW ExitSNOWFLAKE INCcl a$0–-18,000
-100.0%
-2.48%–
Original filings

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

  • View 13F-HR filed 2023-07-20
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
CLOUDFLARE INC13Q2 202439.8%
APPFOLIO INC13Q2 202432.1%
PROCORE TECHNOLOGIES INC10Q2 202414.2%
RH9Q1 202419.0%
DUOLINGO INC9Q2 202415.8%
SNOWFLAKE INC6Q1 202325.7%
SQUARE INC6Q3 202316.2%
FLOOR & DECOR HLDGS INC5Q2 202419.9%
MICROSOFT CORP5Q1 20247.9%
SHOPIFY INC4Q2 202417.8%

View LONG WALK MANAGEMENT LP's complete holdings history.

Latest filings
TypeFiled
N-PX2024-08-28
13F-HR2024-08-13
13F-HR2024-05-09
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

View LONG WALK MANAGEMENT LP's complete filings history.

All filings

View complete filings history.

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