Hedge Fund - Long Walk Management

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No. Security Ticker Shares Value Activity % Port History
1. CPNG 2,521,625 $75,547,885 NEW 19.12%
2. SE 431,500 $69,014,110 NEW 17.47%
3. DASH 264,750 $65,263,523 NEW 16.52%
4. APPF 276,325 $63,632,121 NEW 16.11%
5.
Ubiquiti Inc
69,185 $28,480,005 NEW 7.21%