LONG WALK MANAGEMENT LP
GREENWICH CT · SEC CIK 0001869470
$4.41亿2026Q2 申报市值
14持仓数
86.9%前十大占比 · 第一大 15.3%
5 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TSM 新建仓+$6,745.68万
GLBE 新建仓+$2,773.19万
NVDA 新建仓+$1,750.79万
GOOG 新建仓+$1,678.32万
APPF 加仓+$1,609.51万
2026Q2 卖出最多 按季末市值估算
NBIS 减仓-$2,678.85万
ABNB 清仓-$2,052.05万
DASH 减仓-$1,753.04万
NFLX 清仓-$1,730.70万
NU 减仓-$641.28万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -162,500 | -100.0% | -$2,052.05万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -180,000 | -100.0% | -$1,730.70万 | 清仓 |
| — | STATE STR SPDR S&P 500 ETF T | $511.50万 | 1.16% | 15,000 | 15,000 | — | $511.50万 | 新建仓 |
| GOOG | ALPHABET INC | $1,678.32万 | 3.81% | 47,500 | 47,500 | — | $1,678.32万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,750.79万 | 3.97% | 87,500 | 87,500 | — | $1,750.79万 | 新建仓 |
| UI | UBIQUITI INC | $1,844.11万 | 4.18% | 34,532 | -10,718 | -23.7% | -$572.37万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,974.26万 | 4.48% | 43,000 | -11,575 | -21.2% | -$531.44万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $2,773.19万 | 6.29% | 798,500 | 798,500 | — | $2,773.19万 | 新建仓 |
| PINS | PINTEREST INC | $2,944.20万 | 6.68% | 1,400,000 | 110,000 | 8.5% | $231.33万 | 加仓 |
| NU | NU HLDGS LTD | $3,286.56万 | 7.46% | 2,460,000 | -480,000 | -16.3% | -$641.28万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $3,314.04万 | 7.52% | 120,000 | -97,000 | -44.7% | -$2,678.85万 | 减仓 |
| CPNG | COUPANG INC | $3,421.89万 | 7.76% | 1,970,000 | -192,500 | -8.9% | -$334.37万 | 减仓 |
| DASH | DOORDASH INC | $3,459.94万 | 7.85% | 187,500 | -95,000 | -33.6% | -$1,753.04万 | 减仓 |
| APPF | APPFOLIO INC | $4,888.67万 | 11.09% | 304,875 | 100,375 | 49.1% | $1,609.51万 | 加仓 |
| GOOGL | ALPHABET INC | $5,490.10万 | 12.45% | 153,625 | 16,125 | 11.7% | $576.26万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6,745.68万 | 15.30% | 141,250 | 141,250 | — | $6,745.68万 | 新建仓 |