Long Walk Healthcare Management, LP
Long Walk Healthcare Management, LP, managed by James Zimmerman, reported 14 positions worth $440.84M in its 2026 Q2 13F filing: 5 new and 2 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +28.1% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +30.5% | +11.4% |
| 2025 Q3 | +20.8% | +7.6% |
| 2025 Q4 | -15.1% | +3.1% |
| 2026 Q1 | -14.3% | -5.8% |
| 2026 Q2 | +11.6% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $67.46M | 15.30% | NEW |
| GOOGL | ALPHABET INC | $54.90M | 12.50% | +11.7% |
| APPF | APPFOLIO INC | $48.89M | 11.10% | +49.1% |
| DASH | DOORDASH INC | $34.60M | 7.80% | -33.6% |
| CPNG | COUPANG INC | $34.22M | 7.80% | -8.9% |
| NBIS | NEBIUS GROUP N.V. | $33.14M | 7.50% | -44.7% |
| NU | NU HLDGS LTD | $32.87M | 7.50% | -16.3% |
| PINS | PINTEREST INC | $29.44M | 6.70% | +8.5% |
| GLBE | GLOBAL E ONLINE LTD | $27.73M | 6.30% | NEW |
| SPOT | SPOTIFY TECHNOLOGY S A | $19.74M | 4.50% | -21.2% |
| UI | UBIQUITI INC | $18.44M | 4.20% | -23.7% |
| NVDA | NVIDIA CORPORATION | $17.51M | 4.00% | NEW |
| GOOG | ALPHABET INC | $16.78M | 3.80% | NEW |
| SPY | STATE STR SPDR S&P 500 ETF T | $5.12M | 1.20% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.