Holders — by stockHoldings — by fund
LONG WALK MANAGEMENT LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001869470
$440.8M
disclosed book value
14
positions
15.3%
largest position share
Positions, as of 2026-06-30
top 14 of 14 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 141,250 | $67.5M | 15.3% |
| 2 | GOOGLALPHABET INC | 153,625 | $54.9M | 12.5% |
| 3 | APPFAPPFOLIO INC | 304,875 | $48.9M | 11.1% |
| 4 | DASHDOORDASH INC | 187,500 | $34.6M | 7.8% |
| 5 | CPNGCOUPANG INC | 2.0M | $34.2M | 7.8% |
| 6 | NBISNEBIUS GROUP N.V. | 120,000 | $33.1M | 7.5% |
| 7 | NUNU HLDGS LTD | 2.5M | $32.9M | 7.5% |
| 8 | PINSPINTEREST INC | 1.4M | $29.4M | 6.7% |
| 9 | GLBEGLOBAL E ONLINE LTD | 798,500 | $27.7M | 6.3% |
| 10 | SPOTSPOTIFY TECHNOLOGY S A | 43,000 | $19.7M | 4.5% |
| 11 | UIUBIQUITI INC | 34,532 | $18.4M | 4.2% |
| 12 | NVDANVIDIA CORPORATION | 87,500 | $17.5M | 4% |
| 13 | GOOGALPHABET INC | 47,500 | $16.8M | 3.8% |
| 14 | STATE STR SPDR S&P 500 ETF T | 15,000 | $5.1M | 1.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.