LONG WALK MANAGEMENT LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PINTEREST INC(PINS) | 0 | 1,290,000 | +1,290,000 | 0 | 23,658,600 | 6.89% | +23,658,600 |
| AIRBNB INC | 0 | 162,500 | +162,500 | 0 | 20,520,500 | 5.97% | +20,520,500 |
| NETFLIX INC.(NFLX) | 0 | 180,000 | +180,000 | 0 | 17,307,000 | 5.04% | +17,307,000 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 23,300 | 54,575 | +31,275 | 13,530,543 | 26,463,963 | 7.70% | +12,933,420 |
| ALPHABET INC(GOOG) | 100,000 | 137,500 | +37,500 | 31,300,000 | 39,539,500 | 11.51% | +8,239,500 |
| COUPANG INC(CPNG) | 1,675,000 | 2,162,500 | +487,500 | 39,513,250 | 40,828,000 | 11.88% | +1,314,750 |
| NEBIUS GROUP N.V.(NBIS) | 294,500 | 217,000 | -77,500 | 24,651,123 | 22,515,920 | 6.55% | -2,135,203 |
| UBIQUITI INC(UI) | 84,150 | 45,250 | -38,900 | 46,564,403 | 35,760,623 | 10.41% | -10,803,780 |
| NU HLDGS LTD(NU) | 3,792,000 | 2,940,000 | -852,000 | 63,478,080 | 42,247,800 | 12.30% | -21,230,280 |
| SEA LTD(SE) | 222,500 | 0 | -222,500 | 28,384,325 | 0 | — | -28,384,325 |
| ADVANCED MICRO DEVICES INC(AMD) | 134,400 | 0 | -134,400 | 28,783,104 | 0 | — | -28,783,104 |
| DOORDASH INC(DASH) | 373,000 | 282,500 | -90,500 | 84,477,040 | 42,417,375 | 12.35% | -42,059,665 |
| APPFOLIO INC(APPF) | 381,750 | 204,500 | -177,250 | 88,814,138 | 32,274,190 | 9.39% | -56,539,948 |