Long Walk Management LP - Q42025 Holdings

Long Walk Management LP holds 10 stocks with a total portfolio value of $ 449.5M as of Q42025. In Q42025, Long Walk Management LP added 1 new position, increased stakes in 4 stocks, reduced 5 holdings, and fully exited 0 positions. The largest holding is Appfolio Inc (APPF), representing 19.76% of the total portfolio.