Long Path Partners

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

  • Top 5 stock holdings are NCNO, PCOR, DCBO, CRM, CPAY, and represent 77.68% of Long Path Partners's stock portfolio.
  • Added to shares of these 5 stocks: WDAY (+$12M), PCOR (+$12M), CHTR (+$6.9M), IIIV, DCBO.
  • Started 2 new stock positions in CHTR, WDAY.
  • Reduced shares in these 6 stocks: LBRDK (-$18M), CPAY (-$18M), NCNO (-$15M), CRM, ALKT, LBRDA.
  • Sold out of its position in LBRDA.
  • Long Path Partners was a net seller of stock by $-25M.
  • Long Path Partners has $309M in assets under management (AUM), dropping by 0.10%.
  • Central Index Key (CIK): 0001905112

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Portfolio Holdings for Long Path Partners

Long Path Partners holds 11 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ncino (NCNO) 35.6 $110M -12% 3.3M 33.58
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Procore Technologies (PCOR) 12.5 $39M +43% 514k 74.93
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Docebo (DCBO) 10.7 $33M 740k 44.77
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salesforce (CRM) 9.8 $30M -10% 90k 334.33
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Corpay Com Shs (CPAY) 9.1 $28M -38% 83k 338.42
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I3 Verticals Com Cl A (IIIV) 7.3 $23M +5% 980k 23.04
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Silvercrest Asset Mgmt Group Cl A (SAMG) 5.6 $17M 941k 18.39
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Workday Cl A (WDAY) 3.9 $12M NEW 47k 258.03
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Charter Communications Inc N Cl A (CHTR) 2.2 $6.9M NEW 20k 342.77
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Alkami Technology (ALKT) 2.0 $6.2M -19% 170k 36.68
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Liberty Broadband Corp Com Ser C (LBRDK) 1.2 $3.7M -82% 50k 74.76
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Past Filings by Long Path Partners

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