LONG WALK MANAGEMENT LP

Q3 2026 13F-HR Holdings

Location
Greenwich, CT
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$523,457
Net value change ($000)
+82,625 (18.7%)
New positions
5
Sold out positions
2
Turnover %
30.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MELI 45,806 NEW
META 38,435 NEW
PCOR 22,162 NEW
APPF 13,776 28.2%
GLBE 12,197 44.0%
UI 6,814 37.0%
NBIS 5,898 17.8%
NU 5,399 16.4%
DASH 4,956 14.3%
SK HYNIX INC 4,328 NEW
Top Reduces (Value $000, Stocks/ETFs)
PINS -29,442 -100.0%
GOOGL -22,084 -40.2%
NVDA -17,508 -100.0%
CPNG -7,797 -22.8%
GOOG -5,155 -30.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,470 (0.3% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type