Long Walk Management LP Portfolio Holdings by Sector
Long Walk Management LP
- $247 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Content & Information | Communication Services
SPOT GOOGL DASH 3 stocks |
$76,517
30.97% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
SE CPNG 2 stocks |
$64,756
26.21% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
NET SQ 2 stocks |
$55,867
22.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
DUOL APPF SHOP 3 stocks |
$49,958
20.22% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|