account_balance
Investment manager · 13F filer · SEC CIK 1869470
Long Walk Management LP
Reported value$522Mas of Sep 30, 2026
Positions16 5 new, 3 sold out
Top 10 weight83.1%TSM alone is 14%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
13.6%Added +10%
APPFAppfolio Inc
12.0%Added +3%
MELIMercadoLibre Inc
8.8%New
GLBEGlobal-E Online Ltd.
7.6%Added +26%
DASHDoorDash, Inc.
7.6%Added +15%
NBISNebius Group N.V.
7.5%Added +38%
METAMeta Platforms, Inc.
7.4%New
NUNu Holdings Ltd.
7.3%Added +23%
GOOGLAlphabet Inc.
6.3%Trimmed −38%
CPNGCoupang, Inc.
5.1%Trimmed −3%
UIUbiquiti Inc.
4.8%Added +29%
SPOTSpotify Technology S.A.
4.5%Added +13%
TSMTaiwan Semiconductor Manufacturing Co Ltd
13.6%Added +10%
APPFAppfolio Inc
12.0%Added +3%
MELIMercadoLibre Inc
8.8%New
GLBEGlobal-E Online Ltd.
7.6%+26%
DASHDoorDash, Inc.
7.6%+15%
NBISNebius Group N.V.
7.5%
METAMeta Platforms, Inc.
7.4%
NUNu Holdings Ltd.
7.3%
GOOGLAlphabet Inc.
6.3%
CPNG5.1%UI4.8%SPOT4.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 13.6% Added +10%APPF Appfolio Inc 12.0% Added +3%MELI MercadoLibre Inc 8.8% NewGLBE Global-E Online Ltd. 7.6% Added +26%DASH DoorDash, Inc. 7.6% Added +15%NBIS Nebius Group N.V. 7.5% Added +38%META Meta Platforms, Inc. 7.4% NewNU Nu Holdings Ltd. 7.3% Added +23%GOOGL Alphabet Inc. 6.3% Trimmed −38%CPNG Coupang, Inc. 5.1% Trimmed −3%UI Ubiquiti Inc. 4.8% Added +29%SPOT Spotify Technology S.A. 4.5% Added +13%
What changed
Biggest moves since Jun 30, 2026
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