LONG WALK MANAGEMENT LP
•CIK: 1869470•Filing: Q4 2025
**LONG WALK MANAGEMENT LP** manages $449M across a concentrated portfolio of 10 positions. The fund exhibits significant conviction in technology and financial sectors, with top holdings including APPF at $88.8M and DASH at $84.5M. Further notable allocations include AIG ($63.5M) and UI ($46.6M), indicating targeted exposure to specific market narratives. This structure suggests a high-conviction, actively managed approach to generating alpha.
Total AUM
$449.5M
QoQ Performance
-9.2%
Positions
10
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
APPF
DASH
NU
UI
CPNG
GOOGL
AMD
SE
APPF19.8%
DASH18.8%
NU14.1%
UI10.4%
CPNG8.8%
GOOGL7.0%
AMD6.4%
SE6.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.6%
Technology13.4%
Communication3.0%
Changes from Q3 2025
NEW1 new position
↑4 increased
↓5 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023