Long Path Partners

Latest statistics and disclosures from Long Path Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NCNO, ALKT, CPAY, IIIV, DCBO, and represent 87.66% of Long Path Partners's stock portfolio.
  • Added to shares of these 4 stocks: MLAB (+$18M), ALKT (+$13M), NCNO (+$7.7M), IIIV.
  • Started 1 new stock position in MLAB.
  • Reduced shares in these 4 stocks: PCOR, DCBO, IWM, CPAY.
  • Sold out of its position in IWM.
  • Long Path Partners was a net buyer of stock by $36M.
  • Long Path Partners has $292M in assets under management (AUM), dropping by 5.72%.
  • Central Index Key (CIK): 0001905112

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Portfolio Holdings for Long Path Partners

Long Path Partners holds 7 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ncino (NCNO) 32.1 $94M +8% 3.7M 25.64
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Alkami Technology (ALKT) 24.8 $73M +22% 3.1M 23.07
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Corpay Com Shs (CPAY) 13.9 $41M 135k 300.93
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I3 Verticals Com Cl A (IIIV) 9.4 $28M +5% 1.1M 25.19
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Docebo (DCBO) 7.4 $22M -3% 975k 22.20
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Procore Technologies (PCOR) 6.2 $18M -10% 251k 72.74
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Mesa Laboratories (MLAB) 6.1 $18M NEW 227k 78.50
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Past Filings by Long Path Partners

SEC 13F filings are viewable for Long Path Partners going back to 2022