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LONG WALK MANAGEMENT LP - Portfolio Stock Holdings

LONG WALK MANAGEMENT LP disclosed 15 stock positions in a recent SEC 13F filing. $435,717,379 of stock holdings were filed, with the largest holdings including TSM, GOOGL, and APPF. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $603,563,600 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

15

Est. Stock Holding Value:

$435,717,379

Top Stock Holdings By Sector

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Portfolio Stock Holdings - LONG WALK MANAGEMENT LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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