Long-term investor
Long Walk Management LP @longwalkmanagementlp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001869470).
Record
- Tracked since 2025-06-30 (445 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -17.4% · all -17.4%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSM · 15.3% · long · since 2026-06-30
- GOOGL · 12.5% · long · since 2025-12-31
- APPF · 11.1% · long · since 2025-06-30
- DASH · 7.8% · long · since 2025-06-30
- CPNG · 7.8% · long · since 2025-06-30
- NBIS · 7.5% · long · since 2025-06-30
- NU · 7.5% · long · since 2025-06-30
- PINS · 6.7% · long · since 2026-03-31
- GLBE · 6.3% · long · since 2026-06-30
- SPOT · 4.5% · long · since 2025-06-30
- UI · 4.2% · long · since 2025-06-30
- NVDA · 4.0% · long · since 2026-06-30