LONG WALK MANAGEMENT LP

GREENWICH, CT · CIK 1869470 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2021 · limited partnership

As an employer

$435.7m reported value +26.8% vs Q1 2026

13positions

87.9%in top 10

4 new 3 added 6 reduced 2 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($5.1m notional) – listed below, not included above.

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	141,250	$67.5m15.48%	15.48%	New
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	153,625	$54.9m12.60%	12.60%	Added +16.1k	+16,125 11.7%
3	APPFOLIO INC COM CL A APPF	APPF	304,875	$48.9m11.22%	11.22%	Added +100.4k	+100,375 49.1%
4	DOORDASH INC CL A DASH	DASH	187,500	$34.6m7.94%	7.94%	Reduced -95.0k	-95,000 -33.6%
5	COUPANG INC CL A CPNG	CPNG	1,970,000	$34.2m7.85%	7.85%	Reduced -192.5k	-192,500 -8.9%
6	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	120,000	$33.1m7.61%	7.61%	Reduced -97.0k	-97,000 -44.7%
7	NU HLDGS LTD ORD SHS CL A NU	NU	2,460,000	$32.9m7.54%	7.54%	Reduced -480.0k	-480,000 -16.3%
8	PINTEREST INC CL A PINS	PINS	1,400,000	$29.4m6.76%	6.76%	Added +110.0k	+110,000 8.5%
9	GLOBAL E ONLINE LTD SHS GLBE	GLBE	798,500	$27.7m6.36%	6.36%	New
10	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	43,000	$19.7m4.53%	4.53%	Reduced -11.6k	-11,575 -21.2%
11	UBIQUITI INC COM UI	UI	34,532	$18.4m4.23%	4.23%	Reduced -10.7k	-10,718 -23.7%
12	NVIDIA CORPORATION COM NVDA	NVDA	87,500	$17.5m4.02%	4.02%	New
13	ALPHABET INC CAP STK CL C GOOG	GOOG	47,500	$16.8m3.85%	3.85%	New

Security	Ticker	Shares held before	Value then
AIRBNB INC ABNB	ABNB	162,500	$20.5m162.5k shares
NETFLIX INC NFLX	NFLX	180,000	$17.3m180.0k shares

Underlying	Ticker	Type	Shares controlled	Notional	Change
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	15,000	$5.1m15.0k shares	New