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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| SE |
+390,000 | +$20,947 | | SPOT |
+73,500 | +$19,397 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| TEAM |
-41,000 | -$9,752 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| PCOR |
+128,500 | +$12,210 | | SHOP |
+63,000 | +$4,605 | | NET |
+52,000 | +$7,111 | | APPF |
+21,000 | +$14,149 | | MSFT |
+1,000 | +$1,717 | | DUOL |
+500 | -$156 | | RH |
-51,500 | -$13,393 | | FND |
-121,500 | -$10,782 |
Size ($ in 1000's)
At 03/31/2024: $200,469
At 12/31/2023: $154,416
Long Walk Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Long Walk Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Long Walk Management LP to be as follows, presented in the
table below with each row detailing each Long Walk Management LP position, ordered by largest to smallest position size.
The all-stocks-held-by-Long Walk Management LP table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Long Walk Management LP as of the latest filing.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| APPFOLIO INC |
143,000 |
+21,000 |
$35,284 | | APPF | 143,000 | +21,000 | $35,284 | | SHOPIFY INC |
415,000 |
+63,000 |
$32,026 | | SHOP | 415,000 | +63,000 | $32,026 | | PROCORE TECHNOLOGIES INC |
256,000 |
+128,500 |
$21,036 | | PCOR | 256,000 | +128,500 | $21,036 | | SEA LTD |
390,000 |
+390,000 |
$20,947 | | SE | 390,000 | +390,000 | $20,947 | | FLOOR & DECOR HLDGS INC |
153,500 |
-121,500 |
$19,897 | | FND | 153,500 | -121,500 | $19,897 | | CLOUDFLARE INC |
205,000 |
+52,000 |
$19,850 | | NET | 205,000 | +52,000 | $19,850 | | SPOTIFY TECHNOLOGY S A |
73,500 |
+73,500 |
$19,397 | | SPOT | 73,500 | +73,500 | $19,397 | | MICROSOFT CORP |
30,000 |
+1,000 |
$12,622 | | MSFT | 30,000 | +1,000 | $12,622 | | RH |
28,500 |
-51,500 |
$9,925 | | RH | 28,500 | -51,500 | $9,925 | | DUOLINGO INC |
43,000 |
+500 |
$9,485 | | DUOL | 43,000 | +500 | $9,485 |  ATLASSIAN CORPORATION |
0 |
-41,000 |
$0 (exited) | | TEAM | 0 | -41,000 | $0 |
See Summary: Long Walk Management LP Top Holdings
See Details: Top 10 Stocks Held By Long Walk Management LP
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