SEC 13F Intelligence

Long Walk Management LP / UI

Long Walk Management LP’s Ubiquiti Inc Position

Does Long Walk Management LP own Ubiquiti Inc (UI)? Yes — 45.3K shares worth $36M (+10.41% of its 13F portfolio) as of Q1 2026, down from 84.2K shares the prior filed quarter.

Position Value
$36M
Q1 2026
Shares
45.3K
% of Portfolio
+10.41%
Quarters Held
4
currently held

Position History UI

Reported value by quarter
Q2 ’25: $28MQ2 ’25Q3 ’25: $56MQ3 ’25Q4 ’25: $47MQ4 ’25Q1 ’26: $36MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202645.3K$36M+10.41%
Q4 202584.2K$47M+10.36%
Q3 202584.4K$56M+11.27%
Q2 202569.2K$28M+7.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Long Walk Management LP’s full portfolio or all institutional holders of UI.