LONG WALK MANAGEMENT LP 13F: Quarter-over-Quarter Portfolio Changes
LONG WALK MANAGEMENT LP reported a disclosed portfolio value of approximately $343.5 million in its latest SEC Form 13F-HR filing for Q1 2026, down 23.6% quarter on quarter. Over the quarter, the fund initiated 3 new positions, bought more shares in 3 holdings, trimmed 5 holdings, and exited 2 positions.
LONG WALK MANAGEMENT LP's top buy was a new stake in Pinterest INC (PINS) , equal to 6.9% of the disclosed portfolio. Its top sell was Appfolio INC (APPF) . The fund sold 46.4% of its previously reported shares, reducing the position's portfolio weight by 10.4 percentage points.
New PositionsQ1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| PINTEREST INC | PINS | 6.9% | History → |
| AIRBNB, INC. | ABNB | 6.0% | History → |
| NETFLIX INC. | NFLX | 5.0% | Holders → |
Top BuysQ1 2026
The fund's top buys among existing positions in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| SPOTIFY TECHNOLOGY S A | SPOT | +4.7% | +134.2% | History → |
| ALPHABET CL A | GOOGL | +4.5% | +37.5% | History → |
| COUPANG INC | CPNG | +3.1% | +29.1% | History → |
Top SellsQ1 2026
The fund's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| APPFOLIO INC | APPF | -10.4% | 46.4% | History → |
| UBIQUITI INC | UI | 0.1% | 46.2% | History → |
| NEBIUS GROUP N.V. | NBIS | 1.1% | 26.3% | History → |
| DOORDASH INC | DASH | -6.4% | 24.3% | History → |
| NU HOLDINGS LTD | NU | -1.8% | 22.5% | History → |
Full ExitsQ1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| ADVANCED MICRO DEVICES INC | AMD | 6.4% |
| SEA LTD | SE | 6.3% |
Net Portfolio Value ChangeQ1 2026
- $0.4BPrior quarter
- $0.3BCurrent quarter
- $-0.1BNet delta
- -23.6%% 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 Q1 2026?
In Q1 2026, LONG WALK MANAGEMENT LP initiated 3 new positions (PINTEREST INC (PINS), AIRBNB, INC. (ABNB), NETFLIX INC. (NFLX)); bought more shares of SPOTIFY TECHNOLOGY S A (SPOT), ALPHABET CL A (GOOGL), COUPANG INC (CPNG).
What stocks did LONG WALK MANAGEMENT LP sell in Q1 2026?
In Q1 2026, LONG WALK MANAGEMENT LP fully sold 2 positions (ADVANCED MICRO DEVICES INC (AMD), SEA LTD (SE)); reduced holdings in APPFOLIO INC (APPF), UBIQUITI INC (UI), NEBIUS GROUP N.V. (NBIS), DOORDASH INC (DASH), NU HOLDINGS LTD (NU).
Which positions did LONG WALK MANAGEMENT LP initiate in Q1 2026?
LONG WALK MANAGEMENT LP established 3 new positions in Q1 2026: PINTEREST INC (PINS, 6.9%), AIRBNB, INC. (ABNB, 6.0%), NETFLIX INC. (NFLX, 5.0%).
Which existing positions saw the largest allocation increases for LONG WALK MANAGEMENT LP in Q1 2026?
Of 3 existing positions with share-count increases in Q1 2026, the largest were: SPOTIFY TECHNOLOGY S A (SPOT, +4.7% weight, +134.2% shares), ALPHABET CL A (GOOGL, +4.5% weight, +37.5% shares), COUPANG INC (CPNG, +3.1% weight, +29.1% shares).
Which positions did LONG WALK MANAGEMENT LP fully exit in Q1 2026?
LONG WALK MANAGEMENT LP fully exited 2 positions in Q1 2026: ADVANCED MICRO DEVICES INC (AMD, last-reported weight 6.4%), SEA LTD (SE, last-reported weight 6.3%).
Which existing positions saw the largest allocation reductions for LONG WALK MANAGEMENT LP in Q1 2026?
Of 5 existing positions with share-count reductions in Q1 2026, the largest were: APPFOLIO INC (APPF, -10.4% weight, -46.4% shares), UBIQUITI INC (UI, 0.1% weight, -46.2% shares), NEBIUS GROUP N.V. (NBIS, 1.1% weight, -26.3% shares), DOORDASH INC (DASH, -6.4% weight, -24.3% shares), NU HOLDINGS LTD (NU, -1.8% weight, -22.5% 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.