Long Walk Management LP 13F Holdings · Q2 2026
Long Walk Management LP reported 14 securities worth $440.83M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSM (15.30%), GOOGL (12.45%), APPF (11.09%). Among its top 25 positions this quarter: 5 new, 3 added, 6 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $67.5M | 15.30% | 141,250 | New |
| 2 | GOOGL | ALPHABET INC | $54.9M | 12.45% | 153,625 | Added |
| 3 | APPF | APPFOLIO INC | $48.9M | 11.09% | 304,875 | Added |
| 4 | DASH | DOORDASH INC | $34.6M | 7.85% | 187,500 | Trimmed |
| 5 | CPNG | COUPANG INC | $34.2M | 7.76% | 2.0M | Trimmed |
| 6 | NBIS | NEBIUS GROUP N.V. | $33.1M | 7.52% | 120,000 | Trimmed |
| 7 | NU | NU HLDGS LTD | $32.9M | 7.46% | 2.5M | Trimmed |
| 8 | PINS | PINTEREST INC | $29.4M | 6.68% | 1.4M | Added |
| 9 | GLBE | GLOBAL E ONLINE LTD | $27.7M | 6.29% | 798,500 | New |
| 10 | SPOT | SPOTIFY TECHNOLOGY S A | $19.7M | 4.48% | 43,000 | Trimmed |
| 11 | UI | UBIQUITI INC | $18.4M | 4.18% | 34,532 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $17.5M | 3.97% | 87,500 | New |
| 13 | GOOG | ALPHABET INC | $16.8M | 3.81% | 47,500 | New |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $5.1M | 1.16% | 15,000 | New |
| 15 | ABNB | AIRBNB INC | $0 | 0.00% | 0 | Exited |
| 16 | NFLX | NETFLIX INC. | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR