SEC Form 13F

LONG WALK MANAGEMENT LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$440,832,379
Positions14

Largest disclosed positions

IssuerTickerClassReported valueReported amount
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$67,456,763141,250
ALPHABET INCGOOGLCAP STK CL A$54,900,966153,625
APPFOLIO INCAPPFCOM CL A$48,886,706304,875
DOORDASH INCDASHCL A$34,599,375187,500
COUPANG INCCPNGCL A$34,218,9001,970,000
NEBIUS GROUP N.V.NBISSHS CLASS A$33,140,400120,000
NU HLDGS LTDNUORD SHS CL A$32,865,6002,460,000
PINTEREST INCPINSCL A$29,442,0001,400,000
GLOBAL E ONLINE LTDGLBESHS$27,731,905798,500
SPOTIFY TECHNOLOGY S ASPOTSHS$19,742,59043,000

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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