LONG WALK MANAGEMENT LP
GREENWICH CT · SEC CIK 0001869470
$3.44亿2026Q1 申报市值
11持仓数
95.0%前十大占比 · 第一大 12.3%
3 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PINS 新建仓+$2,365.86万
ABNB 新建仓+$2,052.05万
NFLX 新建仓+$1,730.70万
SPOT 加仓+$1,516.56万
GOOGL 加仓+$1,078.35万
2026Q1 卖出最多 按季末市值估算
UI 减仓-$3,074.23万
AMD 清仓-$2,878.31万
SE 清仓-$2,838.43万
APPF 减仓-$2,797.36万
DASH 减仓-$1,358.86万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -134,400 | -100.0% | -$2,878.31万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -222,500 | -100.0% | -$2,838.43万 | 清仓 |
| NFLX | NETFLIX INC. | $1,730.70万 | 5.04% | 180,000 | 180,000 | — | $1,730.70万 | 新建仓 |
| ABNB | AIRBNB INC | $2,052.05万 | 5.97% | 162,500 | 162,500 | — | $2,052.05万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $2,251.59万 | 6.55% | 217,000 | -77,500 | -26.3% | -$804.14万 | 减仓 |
| PINS | PINTEREST INC | $2,365.86万 | 6.89% | 1,290,000 | 1,290,000 | — | $2,365.86万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2,646.40万 | 7.70% | 54,575 | 31,275 | 134.2% | $1,516.56万 | 加仓 |
| APPF | APPFOLIO INC | $3,227.42万 | 9.39% | 204,500 | -177,250 | -46.4% | -$2,797.36万 | 减仓 |
| UI | UBIQUITI INC | $3,576.06万 | 10.41% | 45,250 | -38,900 | -46.2% | -$3,074.23万 | 减仓 |
| GOOGL | ALPHABET INC | $3,953.95万 | 11.51% | 137,500 | 37,500 | 37.5% | $1,078.35万 | 加仓 |
| CPNG | COUPANG INC | $4,082.80万 | 11.88% | 2,162,500 | 487,500 | 29.1% | $920.40万 | 加仓 |
| NU | NU HLDGS LTD | $4,224.78万 | 12.30% | 2,940,000 | -852,000 | -22.5% | -$1,224.32万 | 减仓 |
| DASH | DOORDASH INC | $4,241.74万 | 12.35% | 282,500 | -90,500 | -24.3% | -$1,358.86万 | 减仓 |