LONG WALK MANAGEMENT LP 13F: Quarter-over-Quarter Portfolio Changes
LONG WALK MANAGEMENT LP reported a disclosed portfolio value of approximately $440.8 million in its latest SEC Form 13F-HR filing for Q2 2026, up 28.3% quarter on quarter. Over the quarter, the fund initiated 5 new positions, bought more shares in 3 holdings, trimmed 6 holdings, and exited 2 positions.
LONG WALK MANAGEMENT LP's top buy was a new stake in Taiwan Semiconductor Manufac (TSM) , equal to 15.3% of the disclosed portfolio. Its top sell was Airbnb INC (ABNB) . The fund exited the position completely after it had accounted for 6.0% of the previous portfolio.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | 15.3% | History → |
| GLOBAL E ONLINE LTD | GLBE | 6.3% | History → |
| NVIDIA CORPORATION | NVDA | 4.0% | Holders → |
| ALPHABET INC | GOOG | 3.8% | Holders → |
| STATE STR SPDR S&P 500 ETF T | UNKNOWN | 1.2% | Holders → |
Top BuysQ2 2026
The fund's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| APPFOLIO INC | APPF | +1.7% | +49.1% | History → |
| ALPHABET INC-CL A | GOOGL | +0.9% | +11.7% | History → |
| PINTEREST INC | PINS | +-0.2% | +8.5% | History → |
Top SellsQ2 2026
The fund's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| NEBIUS GROUP N.V. | NBIS | 1.0% | 44.7% | History → |
| DOORDASH INC | DASH | -4.5% | 33.6% | History → |
| UBIQUITI INC | UI | -6.2% | 23.7% | Holders → |
| SPOTIFY TECHNOLOGY S A | SPOT | -3.2% | 21.2% | History → |
| NU HLDGS LTD | NU | -4.8% | 16.3% | History → |
| COUPANG INC | CPNG | -4.1% | 8.9% | History → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| AIRBNB INC | ABNB | 6.0% |
| NETFLIX INC. | NFLX | 5.0% |
Net Portfolio Value ChangeQ2 2026
- $0.3BPrior quarter
- $0.4BCurrent quarter
- +$0.1BNet delta
- +28.3%% change
Methodology & FAQ
How LONG WALK MANAGEMENT LP Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for LONG WALK MANAGEMENT LP: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.
What stocks did LONG WALK MANAGEMENT LP buy in Q2 2026?
In Q2 2026, LONG WALK MANAGEMENT LP initiated 5 new positions (TAIWAN SEMICONDUCTOR MANUFAC (TSM), GLOBAL E ONLINE LTD (GLBE), NVIDIA CORPORATION (NVDA), ALPHABET INC (GOOG), STATE STR SPDR S&P 500 ETF T (UNKNOWN)); bought more shares of APPFOLIO INC (APPF), ALPHABET INC-CL A (GOOGL), PINTEREST INC (PINS).
What stocks did LONG WALK MANAGEMENT LP sell in Q2 2026?
In Q2 2026, LONG WALK MANAGEMENT LP fully sold 2 positions (AIRBNB INC (ABNB), NETFLIX INC. (NFLX)); reduced holdings in NEBIUS GROUP N.V. (NBIS), DOORDASH INC (DASH), UBIQUITI INC (UI), SPOTIFY TECHNOLOGY S A (SPOT), NU HLDGS LTD (NU) (the largest 5 of 6 reductions).
Which positions did LONG WALK MANAGEMENT LP initiate in Q2 2026?
LONG WALK MANAGEMENT LP established 5 new positions in Q2 2026: TAIWAN SEMICONDUCTOR MANUFAC (TSM, 15.3%), GLOBAL E ONLINE LTD (GLBE, 6.3%), NVIDIA CORPORATION (NVDA, 4.0%), ALPHABET INC (GOOG, 3.8%), STATE STR SPDR S&P 500 ETF T (UNKNOWN, 1.2%).
Which existing positions saw the largest allocation increases for LONG WALK MANAGEMENT LP in Q2 2026?
Of 3 existing positions with share-count increases in Q2 2026, the largest were: APPFOLIO INC (APPF, +1.7% weight, +49.1% shares), ALPHABET INC-CL A (GOOGL, +0.9% weight, +11.7% shares), PINTEREST INC (PINS, +-0.2% weight, +8.5% shares).
Which positions did LONG WALK MANAGEMENT LP fully exit in Q2 2026?
LONG WALK MANAGEMENT LP fully exited 2 positions in Q2 2026: AIRBNB INC (ABNB, last-reported weight 6.0%), NETFLIX INC. (NFLX, last-reported weight 5.0%).
Which existing positions saw the largest allocation reductions for LONG WALK MANAGEMENT LP in Q2 2026?
Of 6 existing positions with share-count reductions in Q2 2026, the largest were: NEBIUS GROUP N.V. (NBIS, 1.0% weight, -44.7% shares), DOORDASH INC (DASH, -4.5% weight, -33.6% shares), UBIQUITI INC (UI, -6.2% weight, -23.7% shares), SPOTIFY TECHNOLOGY S A (SPOT, -3.2% weight, -21.2% shares), NU HLDGS LTD (NU, -4.8% weight, -16.3% shares), COUPANG INC (CPNG, -4.1% weight, -8.9% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.