Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LONG WALK MANAGEMENT LP | 01-26-2024 | 12-31-2023 | 9 | 154,416,355 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FLOOR & DECOR HLDGS INC | CL A | 1 | $30,679,000 | 275,000 | 0.02 | 0.01 | 92,500 | 50.68 | 12-31-2023 |
| SHOPIFY INC | CL A | 2 | $27,420,800 | 352,000 | 0.02 | 0.01 | 64,500 | 22.43 | 12-31-2023 |
| APPFOLIO INC | COM CL A | 3 | $21,135,280 | 122,000 | 0.01 | 0.01 | 47,000 | 62.67 | 12-31-2023 |
| CLOUDFLARE INC | CL A COM | 4 | $12,738,780 | 153,000 | 0.01 | 0.01 | -103,500 | -40.35 | 12-31-2023 |
