LONG WALK MANAGEMENT LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, LONG WALK MANAGEMENT LP held in its portfolio 10 assets valued at $449,496,006 (i.e. $449.50M).

The most valuable assets in the portfolio included: APPFOLIO INC ($88.81M), DOORDASH INC ($84.48M), and NU HLDGS LTD ($63.48M).

The chart below shows the top 10 valuable assets, and the table below shows the top 10 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in LONG WALK MANAGEMENT LP Portfolio

APPFOLIO INC

DOORDASH INC

NU HLDGS LTD

UBIQUITI INC

COUPANG INC

ALPHABET INC

ADVANCED MICRO DEVICES INC

SEA LTD

NEBIUS GROUP N.V.

SPOTIFY TECHNOLOGY S A

LONG WALK MANAGEMENT LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
APPFOLIO INC	381750	88814138	COM CL A
DOORDASH INC	373000	84477040	CL A
NU HLDGS LTD	3792000	63478080	ORD SHS CL A
UBIQUITI INC	84150	46564403	COM
COUPANG INC	1675000	39513250	CL A
ALPHABET INC	100000	31300000	CAP STK CL A
ADVANCED MICRO DEVICES INC	134400	28783104	COM
SEA LTD	222500	28384325	SPONSORD ADS
NEBIUS GROUP N.V.	294500	24651123	SHS CLASS A
SPOTIFY TECHNOLOGY S A	23300	13530543	SHS