Latest LONG WALK MANAGEMENT LP Stock Portfolio
$200Million
Equity Portfolio Value
Last Reported on: 09 May, 2024
About LONG WALK MANAGEMENT LP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, LONG WALK MANAGEMENT LP reported an equity portfolio of $200.5 Millions as of 31 Mar, 2024.
The top stock holdings of LONG WALK MANAGEMENT LP are APPF, SHOP, PCOR. The fund has invested 17.6% of it's portfolio in APPFOLIO INC and 16% of portfolio in SHOPIFY INC.
The fund managers got completely rid off ATLASSIAN CORPORATION (TEAM) stocks. They significantly reduced their stock positions in RH (RH) and FLOOR & DECOR HLDGS INC (FND). LONG WALK MANAGEMENT LP opened new stock positions in SEA LTD (SE) and SPOTIFY TECHNOLOGY S A (SPOT). The fund showed a lot of confidence in some stocks as they added substantially to PROCORE TECHNOLOGIES INC (PCOR), CLOUDFLARE INC (NET) and SHOPIFY INC (SHOP).
The top stock holdings of LONG WALK MANAGEMENT LP are APPF, SHOP, PCOR. The fund has invested 17.6% of it's portfolio in APPFOLIO INC and 16% of portfolio in SHOPIFY INC.
The fund managers got completely rid off ATLASSIAN CORPORATION (TEAM) stocks. They significantly reduced their stock positions in RH (RH) and FLOOR & DECOR HLDGS INC (FND). LONG WALK MANAGEMENT LP opened new stock positions in SEA LTD (SE) and SPOTIFY TECHNOLOGY S A (SPOT). The fund showed a lot of confidence in some stocks as they added substantially to PROCORE TECHNOLOGIES INC (PCOR), CLOUDFLARE INC (NET) and SHOPIFY INC (SHOP).
New Buys
| Ticker | $ Bought |
|---|---|
| SEA LTD | 20,946,900 |
| SPOTIFY TECHNOLOGY S A | 19,396,600 |
New stocks bought by LONG WALK MANAGEMENT LP
Additions
| Ticker | % Inc. |
|---|---|
| PROCORE TECHNOLOGIES INC | 100 |
| CLOUDFLARE INC | 33.99 |
| SHOPIFY INC | 17.9 |
| APPFOLIO INC | 17.21 |
| MICROSOFT CORP | 3.45 |
| DUOLINGO INC | 1.18 |
Additions to existing portfolio by LONG WALK MANAGEMENT LP
Reductions
| Ticker | % Reduced |
|---|---|
| RH | -64.38 |
| FLOOR & DECOR HLDGS INC | -44.18 |
LONG WALK MANAGEMENT LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ATLASSIAN CORPORATION | -9,752,260 |
LONG WALK MANAGEMENT LP got rid off the above stocks
Current Stock Holdings of LONG WALK MANAGEMENT LP
Last Reported on: 09 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| APPF | APPFOLIO INC | 17.60 | 143,000 | 35,283,800 | ADDED | 17.21 | |
| DUOL | DUOLINGO INC | 4.73 | 43,000 | 9,484,940 | ADDED | 1.18 | |
| FND | FLOOR & DECOR HLDGS INC | 9.93 | 153,500 | 19,896,700 | REDUCED | -44.18 | |
| MSFT | MICROSOFT CORP | 6.30 | 30,000 | 12,621,600 | ADDED | 3.45 | |
| NET | CLOUDFLARE INC | 9.90 | 205,000 | 19,850,200 | ADDED | 33.99 | |
| PCOR | PROCORE TECHNOLOGIES INC | 10.49 | 256,000 | 21,035,500 | ADDED | 100 | |
| RH | RH | 4.95 | 28,500 | 9,925,410 | REDUCED | -64.38 | |
| SE | SEA LTD | 10.45 | 390,000 | 20,946,900 | NEW | ||
| SHOP | SHOPIFY INC | 15.97 | 415,000 | 32,025,600 | ADDED | 17.9 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 9.68 | 73,500 | 19,396,600 | NEW | ||
| TEAM | ATLASSIAN CORPORATION | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |