LONG WALK MANAGEMENT LP Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$308.7B
Holdings
11
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CPNGCOUPANG INC | 2,417,500 | $53.0B | 17.17% | |
| 2 | SESEA LTD | 394,000 | $51.4B | 16.65% | |
| 3 | APPFAPPFOLIO INC | 154,800 | $34.0B | 11.03% | |
| 4 | DASHDOORDASH INC | 169,000 | $30.9B | 10.01% | |
| 5 | RDDTREDDIT INC | 272,500 | $28.6B | 9.26% | |
| 6 | GOOGLALPHABET INC | 176,000 | $27.2B | 8.82% | |
| 7 | SPOTSPOTIFY TECHNOLOGY S A | 46,750 | $25.7B | 8.33% | |
| 8 | NUNU HLDGS LTD | 2,250,000 | $23.0B | 7.46% | |
| 9 | NETCLOUDFLARE INC | 137,850 | $15.5B | 5.03% | |
| 10 | SHOPSHOPIFY INC | 103,250 | $9.9B | 3.19% | |
| 11 | DUOLDUOLINGO INC | 30,250 | $9.4B | 3.04% |