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Size ($ in 1000's)
At 12/31/2023: $154,416
At 09/30/2023: $135,301
Long Walk Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Long Walk Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Long Walk Management LP top holdings by largest position size, as per the latest 13f filing made by Long Walk Management LP.
In the Long Walk Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Long Walk Management LP in that top holding, then the share count change between reporting periods, and finally the Long Walk Management LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| FLOOR & DECOR HLDGS INC |
275,000 |
+92,500 |
$30,679 | | FND | 275,000 | +92,500 | $30,679 | | SHOPIFY INC |
352,000 |
+64,500 |
$27,421 | | SHOP | 352,000 | +64,500 | $27,421 | | RH |
80,000 |
+80,000 |
$23,318 | | RH | 80,000 | +80,000 | $23,318 | | APPFOLIO INC |
122,000 |
+47,000 |
$21,135 | | APPF | 122,000 | +47,000 | $21,135 | | CLOUDFLARE INC |
153,000 |
-103,500 |
$12,739 | | NET | 153,000 | -103,500 | $12,739 | | MICROSOFT CORP |
29,000 |
-2,250 |
$10,905 | | MSFT | 29,000 | -2,250 | $10,905 | | ATLASSIAN CORPORATION |
41,000 |
-39,000 |
$9,752 | | TEAM | 41,000 | -39,000 | $9,752 | | DUOLINGO INC |
42,500 |
-75,000 |
$9,641 | | DUOL | 42,500 | -75,000 | $9,641 |
See Full List: All Stocks Held By Long Walk Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Long Walk Management LP
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