LONG WALK MANAGEMENT LP: ALPHABET INC-CL A (GOOGL): Quarterly 13F Position History
As of Q2 2026, LONG WALK MANAGEMENT LP reported 153,625 shares of ALPHABET INC-CL A (GOOGL), worth $54.9M and representing 12.5% of its 13F equity book. Quarter-over-quarter share count change: + 16,125 (+11.7%) . The position first appeared in Q4 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 153,625Shares Held (Latest Filing)
- $54.9MReported Market Value (Latest Filing)
- 12.5%Portfolio Weight (% of 13F Equity Book)
- +16,125Quarter-over-Quarter Share Change
- +$15.4MQuarter-over-Quarter Value Change
- 176,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 153,625 | +16,125 | +11.7% | $54.9M | 12.5% | $357.4 |
| Q1 2026 | 137,500 | +37,500 | +37.5% | $39.5M | 11.5% | $287.6 |
| Q4 2025 | 100,000 | +100,000 | – | $31.3M | 7.0% | $313.0 |
| Q3 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2025 | 0 | 176,000 | -100.0% | $0 | 0.0% | – |
| Q1 2025 | 176,000 | +71,500 | +68.4% | $27.2M | 8.8% | $154.6 |
| Q4 2024 | 104,500 | – | – | $20.1M | 7.2% | $192.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did LONG WALK MANAGEMENT LP first disclose a GOOGL position in 13F-HR filings?
LONG WALK MANAGEMENT LP first reported ALPHABET INC-CL A (GOOGL) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was LONG WALK MANAGEMENT LP's most recent quarter-over-quarter share-count change in GOOGL?
Between Q1 2026 and Q2 2026, LONG WALK MANAGEMENT LP added 16,125 shares of GOOGL (+11.7%), bringing the total reported position to 153,625 shares at a market value of $54.9M.
Does the implied price-per-share represent LONG WALK MANAGEMENT LP's cost basis in GOOGL?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.