Long Walk Management Lp Buys Snowflake Inc, AppFolio Inc, RH, Sells Cloudflare Inc, Fastly Inc, ...

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Investment company Long Walk Management Lp (Current Portfolio) buys Snowflake Inc, AppFolio Inc, RH, sells Cloudflare Inc, Fastly Inc, Peloton Interactive Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Long Walk Management Lp. As of 2021Q4, Long Walk Management Lp owns 4 stocks with a total value of $146 million. These are the details of the buys and sells.

  • New Purchases: SNOW,

  • Added Positions: APPF, RH,

  • Reduced Positions: NET,

  • Sold Out: FSLY, PTON,


For the details of LONG WALK MANAGEMENT LP's stock buys and sells,
go to https://www.gurufocus.com/guru/long+walk+management+lp/current-portfolio/portfolio

These are the top 5 holdings of LONG WALK MANAGEMENT LP

  1. AppFolio Inc (APPF) - 358,737 shares, 29.65% of the total portfolio. Shares added by 37.17%

  2. Cloudflare Inc (NET) - 286,000 shares, 25.67% of the total portfolio. Shares reduced by 38.73%

  3. Snowflake Inc (SNOW) - 111,000 shares, 25.67% of the total portfolio. New Position

  4. RH (RH) - 51,965 shares, 19.01% of the total portfolio. Shares added by 65.15%

  5. Fastly Inc (FSLY) - 0 shares, 0.00% of the total portfolio. Shares reduced by 10000%

New Purchase: Snowflake Inc (SNOW)

Long Walk Management Lp initiated holding in Snowflake Inc. The purchase prices were between $294.68 and $401.89, with an estimated average price of $349.27. The stock is now traded at around $253.520000. The impact to a portfolio due to this purchase was 25.67%. The holding were 111,000 shares as of 2021-12-31.

Added: AppFolio Inc (APPF)

Long Walk Management Lp added to a holding in AppFolio Inc by 37.17%. The purchase prices were between $115.72 and $136.66, with an estimated average price of $126.71. The stock is now traded at around $111.530000. The impact to a portfolio due to this purchase was 8.03%. The holding were 358,737 shares as of 2021-12-31.

Added: RH (RH)

Long Walk Management Lp added to a holding in RH by 65.15%. The purchase prices were between $527.42 and $689.63, with an estimated average price of $613.5. The stock is now traded at around $391.920000. The impact to a portfolio due to this purchase was 7.5%. The holding were 51,965 shares as of 2021-12-31.

Sold Out: Fastly Inc (FSLY)

Long Walk Management Lp sold out a holding in Fastly Inc. The sale prices were between $35.09 and $54.39, with an estimated average price of $43.41.

Sold Out: Peloton Interactive Inc (PTON)

Long Walk Management Lp sold out a holding in Peloton Interactive Inc. The sale prices were between $34.56 and $96.6, with an estimated average price of $60.04.



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4. Stocks that LONG WALK MANAGEMENT LP keeps buyingThis article first appeared on GuruFocus.