StockDriftsStockDriftsTop 11 Long Walk Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DASH | DOORDASH INC | 12.35% | 282.5K | $42.4M | -24.26%(-90.50K) | $203.14(-24.34%) | 2026-03-31 | |
| NU | NU HLDGS LTD | 12.3% | 2.94M | $42.2M | -22.47%(-852.00K) | $12.77(+1.25%) | 2026-03-31 | |
| CPNG | COUPANG INC | 11.88% | 2.16M | $40.8M | +29.10%(+487.50K) | $23.22(-28.56%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 11.51% | 137.5K | $39.5M | +37.50%(+37.50K) | $209.38(+91.55%) | 2026-03-31 | |
| UI | UBIQUITI INC | 10.41% | 45.3K | $35.8M | -46.23%(-38.90K) | $392.54(+68.14%) | 2026-03-31 | |
| APPF | APPFOLIO INC | 9.39% | 204.5K | $32.3M | -46.43%(-177.25K) | $226.83(-33.76%) | 2026-03-31 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 7.7% | 54.6K | $26.5M | +134.23%(+31.27K) | $446.23(-3.07%) | 2026-03-31 | |
| PINS | PINTEREST INC | 6.89% | 1.29M | $23.7M | new | $22.11(-13.95%) | 2026-03-31 | |
| NBIS | NEBIUS GROUP N.V. | 6.55% | 217.0K | $22.5M | -26.32%(-77.50K) | $38.82(+469.68%) | 2026-03-31 | |
| ABNB | AIRBNB INC | 5.97% | 162.5K | $20.5M | new | $131.00(+2.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +36.70% | +155.47% |
| Top 20 Holdings Unweighted | +38.40% | +165.10% |
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