LONG WALK MANAGEMENT LP
CIK 1869470
13F filing for Q2 2026・No. 4,241
- Holdings
- US$440.83M
- Quarter change
- +US$97.3M
- Entries
- 14
- Net bought (estimate)
- +US$85.79M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 2
- Cut 5
- Added 4
- Corporate actions 0
- Unchanged 0
Largest holdings
14 stocks worth US$440.83M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSMTSMC ADRSPONSORED ADS | New | 141,250 | US$67.46M | 15.30% |
| GOOGLAlphabetCAP STK CL A | Added | 153,625 | US$54.9M | 12.45% |
| APPFAPPFOLIO INCCOM CL A | Added | 304,875 | US$48.89M | 11.09% |
| DASHDOORDASH INCCL A | Cut | 187,500 | US$34.6M | 7.85% |
| CPNGCOUPANG INCCL A | Cut | 1,970,000 | US$34.22M | 7.76% |
| NBISNEBIUS GROUP N.V.SHS CLASS A | AddedSplit 1:2 | 120,000 | US$33.14M | 7.52% |
| NUNU HLDGS LTDORD SHS CL A | Cut | 2,460,000 | US$32.87M | 7.46% |
| PINSPINTEREST INCCL A | Added | 1,400,000 | US$29.44M | 6.68% |
| GLBEGLOBAL E ONLINE LTDSHS | New | 798,500 | US$27.73M | 6.29% |
| SPOTSPOTIFY TECHNOLOGY S ASHS | Cut | 43,000 | US$19.74M | 4.48% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.