Hedge Fund - Long Walk Management

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No. Security Ticker Shares Value Activity % Port History
1. RDDT 715,000 $47,132,800 +29% 19.5%
2. SPOT 84,500 $31,140,785 -1% 12.88%
3. NET 372,250 $30,111,303 -1% 12.46%
4. SE 305,000 $28,755,400 -12% 11.89%
5. CPNG 950,000 $23,322,500 NEW 9.65%