LONG WALK MANAGEMENT LP Holdings
LONG WALK MANAGEMENT LP is an investment fund managing more than 103.93M US dollars. The largest holdings include Cloudflare, AppFolio and Snowflake. In Q3 2022 the fund bought assets of total value of 26.98M US dollars and sold assets of total value of 26.75M US dollars.
LONG WALK MANAGEMENT LP portfolio value:
LONG WALK MANAGEMENT LP quarter portfolio value change:
LONG WALK MANAGEMENT LP 1 year portfolio value change:
LONG WALK MANAGEMENT LP portfolio changes
| Period | Buy | Sel |
|---|---|---|
| Q3 2021 | 10700000 | 23618000 |
| Q4 2021 | 56408000 | 42159000 |
| Q1 2022 | 3460000 | 22517000 |
| Q2 2022 | -6646000 | 17078000 |
| Q3 2022 | 26976000 | 26752000 |
LONG WALK MANAGEMENT LP 13F holdings
| Stock |
|---|
| Portfolio share: 35.85% Portfolio value: 37.25M Avg. open price: $85.29 Current price: $48.37 P/L: -43.29% Bought +35.48% shares Q3 2022 |
| Portfolio share: 25.76% Portfolio value: 26.77M Avg. open price: $130.53 Current price: $120.04 P/L: -8.03% Sold -30.35% shares Q3 2022 |
| Portfolio share: 10.68% Portfolio value: 11.09M Avg. open price: $229.13 Current price: $149.74 P/L: -34.65% Sold -60.51% shares Q3 2022 |
| Portfolio share: 10.26% Portfolio value: 10.66M Avg. open price: $57.96 Current price: $50.84 P/L: -12.28% Sold -30.27% shares Q3 2022 |
| Portfolio share: 8.36% Portfolio value: 8.68M Avg. open price: $87.55 Current price: $70.7 P/L: -19.25% Bought +20.07% shares Q3 2022 |
| Portfolio share: 4.57% Portfolio value: 4.74M Avg. open price: N/A Current price: $74.71 P/L: N/A N/A Q3 2022 |
| Portfolio share: 4.53% Portfolio value: 4.70M Avg. open price: N/A Current price: $68.18 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $612.38 Current price: $280.86 P/L: -54.14% Sold -100.00% shares Q3 2022 |
Showing TOP 8 LONG WALK MANAGEMENT LP's 13F holdings.
Frequently Asked Questions (FAQ)
What is the biggest position of LONG WALK MANAGEMENT LP?
The biggest position of the LONG WALK MANAGEMENT LP is Cloudflare, Inc. (NET) with 35.85% portfolio share worth of 37.26M US dollars.
Top 5 LONG WALK MANAGEMENT LP's holdings represent 90.91% of the portfolio:
- Cloudflare, Inc. (NET) – 35.85%
- AppFolio, Inc. (APPF) – 25.76%
- Snowflake Inc. (SNOW) – 10.68%
- Procore Technologies, Inc. (PCOR) – 10.26%
- Duolingo, Inc. (DUOL) – 8.36%
Who is the portfolio manager of LONG WALK MANAGEMENT LP?
The portfolio manager of the LONG WALK MANAGEMENT LP is .
What is the total asset value of the LONG WALK MANAGEMENT LP portfolio?
LONG WALK MANAGEMENT LP total asset value (portfolio value) is 103.93M US dollars.
Who is ?
is the portfolio manager of the LONG WALK MANAGEMENT LP.
What is (LONG WALK MANAGEMENT LP) fund performance?
LONG WALK MANAGEMENT LP's quarterly performance is +17.98%, annualy -45.86%.
What is the LONG WALK MANAGEMENT LP CIK?
LONG WALK MANAGEMENT LP's Central Index Key is 0001869470 .