Portfolio (Quarterly) Guide ↗

LONG WALK MANAGEMENT LP

· CIK 0001869470

13F Portfolio $344M AUM 11 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 3 Added 5 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AMD	ADVANCED MICRO DEVICES INC	Technology	134,400	$28.8M	6.40%	SOLD
2	SE	SEA LTD	Consumer Cyclical	222,500	$28.4M	6.32%	SOLD

Sector Allocation

Communication Services 46.5%

Technology 21.2%

Consumer Cyclical 19.1%

Financial Services 13.2%