StockDriftsStockDriftsTop 13 Long Walk Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 15.3% | 141.3K | $67.5M | new | $397.04(+8.43%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 12.45% | 153.6K | $54.9M | +11.73%(+16.12K) | $220.52(+57.07%) | 2026-06-30 | |
| APPF | APPFOLIO INC | 11.09% | 304.9K | $48.9M | +49.08%(+100.38K) | $204.19(-0.11%) | 2026-06-30 | |
| DASH | DOORDASH INC | 7.85% | 187.5K | $34.6M | -33.63%(-95.00K) | $203.14(+6.46%) | 2026-06-30 | |
| CPNG | COUPANG INC | 7.76% | 1.97M | $34.2M | -8.90%(-192.50K) | $23.22(-29.85%) | 2026-06-30 | |
| NBIS | NEBIUS GROUP N.V. | 7.52% | 120.0K | $33.1M | -44.70%(-97.00K) | $38.82(+556.98%) | 2026-06-30 | |
| NU | NU HLDGS LTD | 7.46% | 2.46M | $32.9M | -16.33%(-480.00K) | $12.77(+9.08%) | 2026-06-30 | |
| PINS | PINTEREST INC | 6.68% | 1.40M | $29.4M | +8.53%(+110.00K) | $21.91(+6.78%) | 2026-06-30 | |
| GLBE | GLOBAL E ONLINE LTD | 6.29% | 798.5K | $27.7M | new | $31.68(+32.40%) | 2026-06-30 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 4.48% | 43.0K | $19.7M | -21.21%(-11.57K) | $446.23(+11.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +36.52% | +154.42% | +11.52% | +72.47% |
| Top 20 Holdings Unweighted | +38.73% | +167.02% | +9.24% | +55.54% |
Long Walk Management LP reports $440.83M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are TSM (15.3%), GOOGL (12.4%) and APPF (11.1%). The top 20 holdings account for 98.84% of reported assets. Its disclosed equity book has returned +154.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Long Walk Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1869470). View Long Walk Management LP’s 13F filings on SEC