Long Walk Management LP - Q12026 Holdings

Long Walk Management LP holds 11 stocks with a total portfolio value of $ 343.53M as of Q12026. In Q12026, Long Walk Management LP added 3 new positions, increased stakes in 3 stocks, reduced 5 holdings, and fully exited 2 positions. The largest holding is Doordash Inc (DASH), representing 12.35% of the total portfolio.