LONG WALK MANAGEMENT LP Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$494.8B
Holdings
9
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CPNGCOUPANG INC | 2,935,000 | $94.5B | 19.10% | |
| 2 | APPFAPPFOLIO INC | 288,500 | $79.5B | 16.07% | |
| 3 | DASHDOORDASH INC | 212,000 | $57.7B | 11.65% | |
| 4 | UIUBIQUITI INC | 84,400 | $55.8B | 11.27% | |
| 5 | NUNU HLDGS LTD | 3,430,000 | $54.9B | 11.10% | |
| 6 | SESEA LTD | 305,000 | $54.5B | 11.02% | |
| 7 | NBISNEBIUS GROUP N.V. | 473,250 | $53.1B | 10.74% | |
| 8 | AMDADVANCED MICRO DEVICES INC | 200,000 | $32.4B | 6.54% | |
| 9 | SPOTSPOTIFY TECHNOLOGY S A | 17,800 | $12.4B | 2.51% |