Long Walk Management LP reported 13 positions worth $435.72M for the quarter ended Jun 30, 2026, up 26.8% on the prior quarter. It opened 4 new positions, added to 3, trimmed 6 and exited 2. Its largest holding is Taiwan Semiconductor Manufacturing Co Ltd at 15.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +141.3K | – | $67.46M | 15.48% |
| GLBE Global-E Online Ltd. | +798.5K | – | $27.73M | 6.36% |
| NVDA Nvidia Corp | +87.5K | – | $17.51M | 4.02% |
| GOOG Alphabet Inc. | +47.5K | – | $16.78M | 3.85% |
| APPF Appfolio Inc | +100.4K | +49.1% | $16.10M | 11.22% |
| GOOGL Alphabet Inc. | +16.1K | +11.7% | $5.76M | 12.6% |
| PINS Pinterest, Inc. | +110.0K | +8.5% | $2.31M | 6.76% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NBIS Nebius Group N.V. | -97.0K | -44.7% | $26.79M | 7.61% |
| ABNB Airbnb, Inc. | -162.5K | -100.0% | $20.52M | Exited |
| DASH DoorDash, Inc. | -95.0K | -33.6% | $17.53M | 7.94% |
| NFLX Netflix Inc | -180.0K | -100.0% | $17.31M | Exited |
| NU Nu Holdings Ltd. | -480.0K | -16.3% | $6.41M | 7.54% |
| UI Ubiquiti Inc. | -10.7K | -23.7% | $5.72M | 4.23% |
| SPOT Spotify Technology S.A. | -11.6K | -21.2% | $5.31M | 4.53% |
| CPNG Coupang, Inc. | -192.5K | -8.9% | $3.34M | 7.85% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 141.3K | $67.46M | 15.48% | +141.3K | – | New | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 153.6K | $54.90M | 12.6% | +16.1K | +11.7% | Added | 0% |
| 3 | APPF Appfolio Inc | Technology | 304.9K | $48.89M | 11.22% | +100.4K | +49.1% | Added | 0.86% |
| 4 | DASH DoorDash, Inc. | Technology | 187.5K | $34.60M | 7.94% | -95.0K | -33.6% | Reduced | 0.04% |
| 5 | CPNG Coupang, Inc. | Consumer Discretionary | 1.97M | $34.22M | 7.85% | -192.5K | -8.9% | Reduced | 0.12% |
| 6 | NBIS Nebius Group N.V. | Technology | 120.0K | $33.14M | 7.61% | -97.0K | -44.7% | Reduced | 0.05% |
| 7 | NU Nu Holdings Ltd. | Financial Services | 2.46M | $32.87M | 7.54% | -480.0K | -16.3% | Reduced | 0.05% |
| 8 | PINS Pinterest, Inc. | Technology | 1.40M | $29.44M | 6.76% | +110.0K | +8.5% | Added | 0.29% |
| 9 | GLBE Global-E Online Ltd. | Technology | 798.5K | $27.73M | 6.36% | +798.5K | – | New | 0.47% |
| 10 | SPOT Spotify Technology S.A. | Technology | 43.0K | $19.74M | 4.53% | -11.6K | -21.2% | Reduced | 0.02% |
| 11 | UI Ubiquiti Inc. | Technology | 34.5K | $18.44M | 4.23% | -10.7K | -23.7% | Reduced | 0.06% |
| 12 | NVDA Nvidia Corp | Technology | 87.5K | $17.51M | 4.02% | +87.5K | – | New | 0% |
| 13 | GOOG Alphabet Inc. | Technology | 47.5K | $16.78M | 3.85% | +47.5K | – | New | 0% |
Tip. Select a row to see that position’s full history at Long Walk Management.
As of its Q2 2026 13F filing, Long Walk Management LP’s five largest positions were Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 15.5%, Alphabet Inc. (GOOGL) at 12.6%, Appfolio Inc (APPF) at 11.2%, DoorDash, Inc. (DASH) at 7.9%, Coupang, Inc. (CPNG) at 7.9% of the reported portfolio.
Long Walk Management LP reported a 13F portfolio worth $435.72M across 13 positions for Q2 2026. That is up 26.8% from the previous quarter.
Its largest purchases by value were Taiwan Semiconductor Manufacturing Co Ltd ($67.46M), Global-E Online Ltd. ($27.73M), Nvidia Corp ($17.51M). It opened 4 new positions.
Its largest sales by value were Nebius Group N.V. ($26.79M), Airbnb, Inc. ($20.52M), DoorDash, Inc. ($17.53M). It exited 2 positions entirely.
From the Form 13F-HR reports Long Walk Management LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.