Q2 2026 13F · SEC CIK 1869470
Long Walk Management LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $440.8M
- Reported positions
- 14
- Top holdings a year, 3 yrs
- +44.7%
- Assets under management
- $603.6M
Long Walk Management LP is a hedge fund that reported 14 positions worth $440.8M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 15.3%), Alphabet Inc (GOOGL, 12.5%), Appfolio Inc (APPF, 11.1%). A portfolio copying its top holdings returned 44.7% a year over the last 3 years, against 22.3% for the S&P 500.
Long Walk Management LP holdings all 14 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | 15.3% | — | $67.5M |
| GOOGLAlphabet Inc | 12.5% | +11.7% | $54.9M |
| APPFAppfolio Inc | 11.1% | +49.1% | $48.9M |
| DASHDoordash Inc | 7.8% | -33.6% | $34.6M |
| CPNGCoupang Inc | 7.8% | -8.9% | $34.2M |
| NBISNebius Group N.v. | 7.5% | -44.7% | $33.1M |
| NUNu Hldgs Ltd | 7.5% | -16.3% | $32.9M |
| PINSPinterest Inc | 6.7% | +8.5% | $29.4M |
| GLBEGlobal E Online Ltd | 6.3% | — | $27.7M |
| SPOTSpotify Technology SA | 4.5% | -21.2% | $19.7M |
| UIUbiquiti Inc | 4.2% | -23.7% | $18.4M |
| NVDANvidia Corporation | 4.0% | — | $17.5M |
| GOOGAlphabet Inc | 3.8% | — | $16.8M |
| 78462F953State Str Spdr S&p 500 ETF T | 1.2% | — | $5.1M |
What Long Walk Management LP bought and sold in Q2 2026, against Q1 2026.
New positions
- TSM Taiwan Semiconductor Manufac15.3% of 13F
- GLBE Global E Online Ltd6.3% of 13F
- NVDA Nvidia Corporation4.0% of 13F
- GOOG Alphabet Inc3.8% of 13F
- State Str Spdr S&p 500 ETF T1.2% of 13F
Added to
- APPF Appfolio Inc+49.1% shares
- GOOGL Alphabet Inc+11.7% shares
- PINS Pinterest Inc+8.5% shares
Reduced
- NBIS Nebius Group N.v.-44.7% shares
- DASH Doordash Inc-33.6% shares
- UI Ubiquiti Inc-23.7% shares
- SPOT Spotify Technology SA-21.2% shares
- NU Nu Hldgs Ltd-16.3% shares
- CPNG Coupang Inc-8.9% shares
Sold out
- ABNB Airbnb Incwas 6.0%
- NFLX Netflix Inc.was 5.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -18.6% /yr
- S&P 500 +11.7%
- 3 years
- +44.7% /yr
- S&P 500 +22.3%
- 5 years
- +8.0% /yr
- S&P 500 +10.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $440.8M | 14 |
| Q1 2026 | $343.5M | 11 |
| Q4 2025 | $449.5M | 10 |
| Q3 2025 | $494.8M | 9 |
| Q2 2025 | $395.1M | 9 |
| Q1 2025 | $308.7M | 11 |
| Q4 2024 | $279.3M | 11 |
| Q3 2024 | $241.7M | 10 |
| Q2 2024 | $211.8M | 9 |
| Q1 2024 | $200.5M | 10 |
| Q4 2023 | $154.4M | 9 |
| Q3 2023 | $135.3M | 9 |
Questions about Long Walk Management LP's portfolio
What stocks does Long Walk Management LP own?
Long Walk Management LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 14 positions worth $440.8M. The largest are Taiwan Semiconductor Manufac (TSM) at 15.3%, Alphabet Inc (GOOGL) at 12.5%, Appfolio Inc (APPF) at 11.1%, Doordash Inc (DASH) at 7.8% and Coupang Inc (CPNG) at 7.8%.
What did Long Walk Management LP buy last quarter?
In Q2 2026, Long Walk Management LP added a new position in Taiwan Semiconductor Manufac (TSM), a new position in Global E Online Ltd (GLBE), a new position in Nvidia Corporation (NVDA), a new position in Alphabet Inc (GOOG), a new position in State Str Spdr S&p 500 ETF T, Appfolio Inc (APPF) (+49.1% shares), Alphabet Inc (GOOGL) (+11.7% shares) and Pinterest Inc (PINS) (+8.5% shares), compared with its Q1 2026 filing.
What did Long Walk Management LP sell last quarter?
In Q2 2026, Long Walk Management LP sold all of Airbnb Inc (ABNB), sold all of Netflix Inc. (NFLX), Nebius Group N.v. (NBIS) (-44.7% shares), Doordash Inc (DASH) (-33.6% shares) and Ubiquiti Inc (UI) (-23.7% shares), compared with its Q1 2026 filing.
How has Long Walk Management LP's portfolio performed?
A portfolio copying Long Walk Management LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +44.7% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: -18.6% against +11.7%. Over 5 years: +8.0% a year against +10.6%.
When is Long Walk Management LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Long Walk Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Long Walk Management LP manage?
Long Walk Management LP reported $603.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $440.8M.