Long Path Partners

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

  • Top 5 stock holdings are NCNO, MLAB, ALKT, CPAY, TYL, and represent 83.13% of Long Path Partners's stock portfolio.
  • Added to shares of these 5 stocks: SPSC (+$10M), ALKT (+$8.0M), MLAB (+$7.1M), VEEV, TYL.
  • Started 1 new stock position in SPSC.
  • Reduced shares in these 5 stocks: IIIV (-$13M), NCNO (-$13M), PCOR, TDG, CPAY.
  • Long Path Partners was a net buyer of stock by $1.9M.
  • Long Path Partners has $235M in assets under management (AUM), dropping by 6.58%.
  • Central Index Key (CIK): 0001905112

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Positions held by Long Path Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Long Path Partners

Long Path Partners holds 10 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ncino (NCNO) 25.4 $60M -17% 3.6M 16.35
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Mesa Laboratories (MLAB) 20.2 $48M +17% 477k 99.55
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Alkami Technology (ALKT) 17.3 $41M +24% 2.2M 18.12
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Corpay Com Shs (CPAY) 12.4 $29M 88k 333.27
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Tyler Technologies (TYL) 7.8 $18M +3% 63k 292.46
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SPS Commerce (SPSC) 4.4 $10M NEW 181k 57.17
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Veeva Sys Cl A Com (VEEV) 4.0 $9.4M +60% 53k 177.47
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TransDigm Group Incorporated (TDG) 3.5 $8.1M -6% 6.1k 1332.04
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Procore Technologies (PCOR) 3.1 $7.2M -15% 177k 40.62
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I3 Verticals Com Cl A (IIIV) 2.0 $4.6M -73% 215k 21.36
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Past Filings by Long Path Partners

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