LWM

Long Walk Management Portfolio holdings

AUM $395M
1-Year Est. Return 106.52%
This Quarter Est. Return
1 Year Est. Return
+106.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$9.08M
3 +$6.65M
4
PCOR icon
Procore
PCOR
+$4.56M
5
APPF icon
AppFolio
APPF
+$2.05M

Top Sells

1 +$9.5M

Sector Composition

1 Technology 95.5%
2 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$33.3M 32.13%
367,576
+22,650
2
$23M 22.16%
165,250
+80,250
3
$21.8M 20.99%
497,500
+207,500
4
$14.3M 13.81%
315,500
+100,500
5
$6.65M 6.42%
+76,000
6
$4.67M 4.5%
22,000
-44,740