2026 Q2 Portfolio Activity
In 2026 Q2, LONG WALK MANAGEMENT LP maintained a portfolio of 16 distinct positions. The most significant new addition was TAIWAN SEMICONDUCTOR MANUFAC, now representing 15.30% of the total fund value. They heavily accumulated shares in APPFOLIO INC, increasing the position by 49.1%. The fund also reduced its exposure to UBIQUITI INC by 23.7%.
Position History
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Total Positions
16
Quarter
2026 Q2
Top Holding
TSM (15.3%)
Top 10 Concentration
86.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
LONG WALK MANAGEMENT LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TSM
TAIWAN SEMICOND...
|
Technology | 15.30% | — |
#1
Prev: #—
|
9.5 |
—
|
141,250 | — |
NEW
|
141,250 | $67,456,763 |
$477.57
-10.7%
|
2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
GOOGL
ALPHABET INC
|
Communication Services | 12.45% | 11.51% |
#2
2
Prev: #4
|
7.5 |
—
|
16,125 | 11.7% |
P
S
|
153,625 | $54,900,966 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APPF
APPFOLIO INC
|
Technology | 11.09% | 9.39% |
#3
3
Prev: #6
|
7.5 |
—
|
100,375 | 49.1% |
P
S
|
304,875 | $48,886,706 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 7.85% | 12.35% |
#4
3
Prev: #1
|
3.6 |
—
|
-95,000 | -33.6% |
P
S
|
187,500 | $34,599,375 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 7.76% | 11.88% |
#5
2
Prev: #3
|
4.1 |
—
|
-192,500 | -8.9% |
P
S
|
1,970,000 | $34,218,900 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NBIS
NEBIUS GROUP N....
|
Communication Services | 7.52% | 6.55% |
#6
3
Prev: #9
|
3.0 |
—
|
-97,000 | -44.7% |
P
S
|
120,000 | $33,140,400 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 7.46% | 12.30% |
#7
5
Prev: #2
|
3.5 |
—
|
-480,000 | -16.3% |
P
S
|
2,460,000 | $32,865,600 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PINS
PINTEREST INC
|
Communication Services | 6.68% | 6.89% |
#8
Prev: #8
|
4.7 |
—
|
110,000 | 8.5% |
P
S
|
1,400,000 | $29,442,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLBE
GLOBAL E ONLINE...
|
Consumer Cyclical | 6.29% | — |
#9
Prev: #—
|
6.0 |
—
|
798,500 | — |
NEW
|
798,500 | $27,731,905 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 4.48% | 7.70% |
#10
3
Prev: #7
|
1.8 |
—
|
-11,575 | -21.2% |
P
S
|
43,000 | $19,742,590 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UI
UBIQUITI INC
|
Technology | 4.18% | 10.41% |
#11
6
Prev: #5
|
1.7 |
—
|
-10,718 | -23.7% |
P
S
|
34,532 | $18,441,124 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.97% | — |
#12
Prev: #—
|
5.1 |
—
|
87,500 | — |
NEW
|
87,500 | $17,507,875 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.81% | — |
#13
Prev: #—
|
5.0 |
—
|
47,500 | — |
NEW
|
47,500 | $16,783,175 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
STATE STR SPDR ...
|
|
ETF | 1.16% | — |
#14
Prev: #—
|
4.0 |
—
|
15,000 | — |
NEW
|
15,000 | $5,115,000 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.00% | 5.04% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-180,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABNB
AIRBNB INC
|
Consumer Cyclical | 0.00% | 5.97% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-162,500 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-16 of 16 holdings