Fund Name: | Long Walk Management |
Manager | James Zimmerman |
Portfolio Value | $154,416,355 |
Change This QTR | +1.14% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | FND | 275,000 | $30,679,000 | +51% | 19.86% | ||
2. | SHOP | 352,000 | $27,420,800 | +23% | 17.75% | ||
3. | RH | 80,000 | $23,318,400 | NEW | 15.1% | ||
4. | APPF | 122,000 | $21,135,280 | +63% | 13.68% | ||
5. | NET | 153,000 | $12,738,780 | -41% | 8.24% |