SEC 13F Intelligence

Managers / Q1 2026

LONG WALK MANAGEMENT LP

CIK 0001869470 · 83 ONEIDA DRIVE, GREENWICH, CT, 06830 · 9178179743

Reported Value
$344M
Q1 2026
Positions
11
Filings on Record
21
2019–present window
Filed
May 14, 2026
original filing

Summary

Long Walk Management LP reported $344M in U.S.-listed holdings across 11 positions for Q1 2026.

Its largest position, DASH, represents 12.3% of the portfolio.

Compared with Q4 2025, the fund opened 3 new positions and exited 2.

Portfolio Metrics

Turnover
+21.2%
vs prior filed quarter
Top-10 Concentration
+95.0%
share of reported value
Largest Position
+12.3%
Doordash
New / Exited
3 / 2
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’21: $146MQ2 ’21Q3 ’21: $132MQ4 ’21: $146MQ1 ’22: $127MQ1 ’22Q2 ’22: $104MQ3 ’22: $104MQ4 ’22: $93MQ4 ’22Q1 ’23: $112MQ2 ’23: $135MQ3 ’23: $135MQ3 ’23Q4 ’23: $154MQ1 ’24: $200MQ2 ’24: $212MQ2 ’24Q3 ’24: $242MQ4 ’24: $279MQ1 ’25: $309MQ1 ’25Q2 ’25: $395MQ3 ’25: $495MQ4 ’25: $449MQ4 ’25Q1 ’26: $344Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 73.4%Other: 26.6%
  • Common Stock · 73.4% · $252M
  • Other · 26.6% · $91M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PINSPINTEREST INCNEW+1.29M1.29M+$24M$24M
ABNBAIRBNB INCNEW+162.5K162.5K+$21M$21M
NFLXNETFLIX INC.NEW+180.0K180.0K+$17M$17M
SPOTIFY TECHNOLOGY S AADDED+31.3K54.6K+$13M$26M
AMDADVANCED MICRO DEVICES INCSOLD OUT−134.4K0−$29M$0
SESEA LTDSOLD OUT−222.5K0−$28M$0
APPFAPPFOLIO INCTRIMMED−177.3K204.5K−$57M$32M
UIUBIQUITI INCTRIMMED−38.9K45.3K−$11M$36M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

11 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1DASHDOORDASH INChistory →CL A12.35%$42M282.5K
2NU HLDGS LTDORD SHS CL A12.30%$42M2.94M
3CPNGCOUPANG INChistory →CL A11.88%$41M2.16M
4GOOGLALPHABET INChistory →CAP STK CL A11.51%$40M137.5K
5UIUBIQUITI INChistory →COM10.41%$36M45.3K
6APPFAPPFOLIO INChistory →COM CL A9.39%$32M204.5K
7SPOTIFY TECHNOLOGY S ASHS7.70%$26M54.6K
8PINSPINTEREST INChistory →CL A6.89%$24M1.29M
9NEBIUS GROUP N.V.SHS CLASS A6.55%$23M217.0K
10ABNBAIRBNB INChistory →COM CL A5.97%$21M162.5K
11NFLXNETFLIX INC.history →COM5.04%$17M180.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$344M11May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$449M10Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$495M9Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$395M9Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$309M11May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$279M11Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$242M10Nov 1, 202413F-HRchanges · EDGAR ↗
Q2 2024$212M9Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$200M10May 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$154M9Jan 26, 202413F-HRchanges · EDGAR ↗
Q3 2023$135M9Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$135M8Jul 20, 202313F-HRchanges · EDGAR ↗
Q1 2023$112M8May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$93M7Feb 13, 2023RESTATEMENTchanges · EDGAR ↗
Q3 2022$104M7Nov 9, 202213F-HRchanges · EDGAR ↗
Q2 2022$104M6Aug 2, 202213F-HRchanges · EDGAR ↗
Q1 2022$127M5May 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$146M4Jan 28, 202213F-HRchanges · EDGAR ↗
Q3 2021$132M5Oct 26, 202113F-HRchanges · EDGAR ↗
Q2 2021$146M6Jul 16, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.