LONG WALK MANAGEMENT LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 200,000 | +200,000 | 0 | 32,358,000 | 6.54% | +32,358,000 |
| NU HLDGS LTD(NU) | 1,860,000 | 3,430,000 | +1,570,000 | 25,519,200 | 54,914,300 | 11.10% | +29,395,100 |
| UBIQUITI INC(UI) | 69,185 | 84,400 | +15,215 | 28,480,005 | 55,752,952 | 11.27% | +27,272,947 |
| NEBIUS GROUP N.V.(NBIS) | 500,000 | 473,250 | -26,750 | 27,665,000 | 53,131,778 | 10.74% | +25,466,778 |
| COUPANG INC(CPNG) | 2,521,625 | 2,935,000 | +413,375 | 75,547,885 | 94,507,000 | 19.10% | +18,959,115 |
| APPFOLIO INC(APPF) | 276,325 | 288,500 | +12,175 | 63,632,121 | 79,527,910 | 16.07% | +15,895,789 |
| DOORDASH INC(DASH) | 264,750 | 212,000 | -52,750 | 65,263,523 | 57,661,880 | 11.65% | -7,601,643 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 31,225 | 17,800 | -13,425 | 23,960,192 | 12,424,400 | 2.51% | -11,535,792 |
| SEA LTD(SE) | 431,500 | 305,000 | -126,500 | 69,014,110 | 54,512,650 | 11.02% | -14,501,460 |
| CLOUDFLARE INC(NET) | 81,765 | 0 | -81,765 | 16,012,040 | 0 | — | -16,012,040 |