News + Filings Holdings
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LONG WALK MANAGEMENT LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Block, Inc.
| SQ | Common | 330,000 | 148,500 | 21,968,100,000 | 9,508,125,000 | 16.24 | |
Hist
| 06/30/2023 |
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Cloudflare, Inc.
| NET | Common | 315,000 | -184,000 | 20,591,550,000 | -10,176,790,000 | 15.23 | |
Hist
| 06/30/2023 |
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PROCORE TECHNOLOGIES, INC.
| PCOR | Common | 295,000 | 60,000 | 19,195,650,000 | 4,477,600,000 | 14.19 | |
Hist
| 06/30/2023 |
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APPFOLIO INC
| APPF | Common | 109,500 | -47,000 | 18,849,330,000 | -631,790,000 | 13.94 | |
Hist
| 06/30/2023 |
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Floor & Decor Holdings, Inc.
| FND | COM | 155,000 | 155,000 | 16,113,800,000 | 16,113,800,000 | 11.92 | |
Hist
| 06/30/2023 |
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Duolingo, Inc.
| DUOL | CL A COM | 100,500 | -23,500 | 14,365,470,000 | -3,315,690,000 | 10.62 | |
Hist
| 06/30/2023 |
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RH
| RH | Common Stock | 41,000 | 18,000 | 13,513,190,000 | 7,911,540,000 | 9.99 | 0.19 |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 31,250 | 1,500 | 10,641,875,000 | 2,064,950,000 | 7.87 | 0.00 |
Hist
| 06/30/2023 |
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Snowflake Inc.
| SNOW | Common | 0 | -18,000 | 0 | -2,777,220,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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