Long Walk Management LP
Long Walk Management LP is a hedge fund headquartered in Greenwich, Connecticut, United States. The firm was founded in 2020 and currently manages over $376.8 million in assets under management as of May 2025. Long Walk Management LP serves institutional investors primarily through pooled investment vehicles, and it is registered with the SEC as an investment adviser. The firm is relatively small, with 2 employees, both of whom are investment professionals, and focuses on concentrated, high-conviction positions across technology and growth sectors.
Investment Strategy
Long Walk Management LP pursues a long-biased, concentrated equity strategy with a focus on technology, e-commerce, cloud infrastructure, and global growth-oriented companies. The firm’s portfolio is heavily weighted toward high-growth stocks such as Coupang, Sea Ltd, DoorDash, Appfolio, and Ubiquiti Networks. It actively rotates positions and seeks to capitalize on market disruption and innovation, emphasizing deep fundamental research and high conviction investments, while maintaining flexibility to adjust exposures based on market volatility and opportunity.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CPNG | COUPANG INC | 19.12% | $75.5M | 2,521,625 | $23.26 | $29.96 | +$22.5M |
S SE | SEA LTD | 17.47% | $69.0M | 431,500 | $76.21 | $159.94 | +$17.6M |
D DASH | DOORDASH INC | 16.52% | $65.3M | 264,750 | $188.57 | $246.51 | +$34.4M |
A APPF | APPFOLIO INC | 16.11% | $63.6M | 276,325 | $214.60 | $230.28 | +$29.6M |
U UI | UBIQUITI INC | 7.21% | $28.5M | 69,185 | $411.65 | $411.65 | +$28.5M |