Loading…
CIK 0001869470 • 6 13F filings • May 14, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("long-walk-management-lp","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $28.8M | 6.4%Prev: 6.5% | 134,400 SH | Decreased-65,600 SH |
| ALPHABET INC | CAP STK CL A | $31.3M | 7.0% | 100,000 SH | New |
| APPFOLIO INC | COM CL A | $88.8M | 19.8%Prev: 16.1% | 381,750 SH | Increased+93,250 SH |
| COUPANG INC | CL A | $39.5M | 8.8%Prev: 19.1% | 1,675,000 SH | Decreased-1,260,000 SH |
| DOORDASH INC | CL A | $84.5M | 18.8%Prev: 11.7% | 373,000 SH | Increased+161,000 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $24.7M | 5.5%Prev: 10.7% | 294,500 SH | Decreased-178,750 SH |
| NU HLDGS LTD | ORD SHS CL A | $63.5M | 14.1%Prev: 11.1% | 3,792,000 SH | Increased+362,000 SH |
| SEA LTD | SPONSORD ADS | $28.4M | 6.3%Prev: 11.0% | 222,500 SH | Decreased-82,500 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $13.5M | 3.0%Prev: 2.5% | 23,300 SH | Increased+5,500 SH |
| UBIQUITI INC | COM | $46.6M | 10.4%Prev: 11.3% | 84,150 SH | Decreased-250 SH |
| 13F-HR |
| 0001869470-26-000007 |
| $440.8M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001869470-25-000006 | $395.1M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001869470-26-000006 | $343.5M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001869470-25-000004 | $308.7M | View |