| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Exit | MICROSOFT CORP | $0 | – | -31,250 | -100.0% | -7.29% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -230,000 | -100.0% | -7.52% | – |
| APPF | Exit | APPFOLIO INC | $0 | – | -75,000 | -100.0% | -10.12% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -287,500 | -100.0% | -11.60% | – |
| Exit | ATLASSIAN CORPORATIONcl a | $0 | – | -80,000 | -100.0% | -11.92% | – | |
| NET | Exit | CLOUDFLARE INC | $0 | – | -256,500 | -100.0% | -11.95% | – |
| FND | Exit | FLOOR & DECOR HLDGS INCcl a | $0 | – | -182,500 | -100.0% | -12.21% | – |
| PCOR | Exit | PROCORE TECHNOLOGIES INC | $0 | – | -269,000 | -100.0% | -12.99% | – |
| Exit | DUOLINGO INC | $0 | – | -117,500 | -100.0% | -14.40% | – |
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 | 2024-05-09 |
| 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 |
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.