Long Walk Management LP
Long Walk Management LP reported 14 US-listed holdings worth $440.8 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Taiwan Semiconductor Manufacturing Company Limited (15.3%), Alphabet Inc. (12.5%) and Appfolio Inc. (11.1%). Against the quarter before, it opened 5 positions, added to 3, trimmed 6 and sold out of 2.
The 14 largest of its 14 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +81.0% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 5
- Taiwan Semiconductor Manufacturing Company Limited TSM$67.5 million
- Global E Online Ltd GLBE$27.7 million
- NVIDIA Corp. NVDA$17.5 million
- Alphabet Inc. GOOG$16.8 million
- SPDR S&P 500 ETF Trust$5.1 million
Added to 3
- Appfolio Inc. APPF+100,375 shares · +49%
- Alphabet Inc. GOOGL+16,125 shares · +12%
- Pinterest, Inc. PINS+110,000 shares · +9%
Trimmed 6
- Yandex N V NBIS-97,000 shares · -45%
- DoorDash, Inc. DASH-95,000 shares · -34%
- Nu Holdings Ltd. NU-480,000 shares · -16%
- Ubiquiti Inc. UI-10,718 shares · -24%
- Spotify Technology S.A. SPOT-11,575 shares · -21%
- Coupang Inc. Class A CPNG-192,500 shares · -9%
Sold out of 2
- Airbnb, Inc. ABNB$20.5 million last quarter
- Netflix Inc. NFLX$17.3 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Company Limited TSM | 141.2K | $67.5 million | 15.30% | new |
| Alphabet Inc. GOOGL | 153.6K | $54.9 million | 12.45% | +16.1K |
| Appfolio Inc. APPF | 304.9K | $48.9 million | 11.09% | +100.4K |
| DoorDash, Inc. DASH | 187.5K | $34.6 million | 7.85% | -95.0K |
| Coupang Inc. Class A CPNG | 2.0M | $34.2 million | 7.76% | -192.5K |
| Yandex N V NBIS | 120.0K | $33.1 million | 7.52% | -97.0K |
| Nu Holdings Ltd. NU | 2.5M | $32.9 million | 7.46% | -480.0K |
| Pinterest, Inc. PINS | 1.4M | $29.4 million | 6.68% | +110.0K |
| Global E Online Ltd GLBE | 798.5K | $27.7 million | 6.29% | new |
| Spotify Technology S.A. SPOT | 43.0K | $19.7 million | 4.48% | -11.6K |
| Ubiquiti Inc. UI | 34.5K | $18.4 million | 4.18% | -10.7K |
| NVIDIA Corp. NVDA | 87.5K | $17.5 million | 3.97% | new |
| Alphabet Inc. GOOG | 47.5K | $16.8 million | 3.81% | new |
| SPDR S&P 500 ETF Trust | 15.0K | $5.1 million | 1.16% | new |