Long Walk Management
Long Walk Management reported 14 stocks worth $441M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TSM (15.3%), GOOGL (12.4%) and APPF (11.1%). Compared with Q1 2026, the fund opened new positions in TSM, GLBE and NVDA, added to GOOGL, APPF and PINS, trimmed DASH, CPNG and NBIS and sold out of ABNB and NFLX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TSM Taiwan Semiconductor Mfg Ltd | $67.5M | 15.3% | 141K | New position | 1 of 8 | |
| 2 |  GOOGL Alphabet Inc | $54.9M | 12.4% | 154K | +16K (+12%) | 5 of 8 | |
| 3 |  APPF Appfolio Inc | $48.9M | 11.1% | 305K | +100K (+49%) | 8 of 8 | |
| 4 |  DASH Doordash Inc | $34.6M | 7.8% | 188K | −95K (−34%) | 8 of 8 | |
| 5 |  CPNG Coupang Inc | $34.2M | 7.8% | 2M | −193K (−9%) | 8 of 8 | |
| 6 |  NBIS Nebius Group | $33.1M | 7.5% | 120K | −97K (−45%) | 5 of 8 | |
| 7 |  NU NU Hldgs Ltd | $32.9M | 7.5% | 2.5M | −480K (−16%) | 6 of 8 | |
| 8 |  PINS Pinterest Inc | $29.4M | 6.7% | 1.4M | +110K (+9%) | 2 of 8 | |
| 9 |  GLBE Global E Online Ltd | $27.7M | 6.3% | 799K | New position | 1 of 8 | |
| 10 |  SPOT Spotify Technology | $19.7M | 4.5% | 43K | −12K (−21%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Long Walk Management 13F FAQ
What does Long Walk Management own?
Long Walk Management reported 14 stocks worth $441M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TSM (15.3%), GOOGL (12.4%) and APPF (11.1%). The table above lists every position in the filing (the top 10 without an account).
What did Long Walk Management buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 3 added to, 6 trimmed and 2 sold out. New positions include TSM, GLBE and NVDA. It sold all of ABNB and NFLX.
When will Long Walk Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Long Walk Management's portfolio worth?
The Q2 2026 filing reports $441M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.