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 80.22% of Long Path Partners's stock portfolio.
  • Added to shares of these 5 stocks: TYL (+$21M), MLAB (+$16M), NCNO (+$11M), TDG (+$7.5M), VEEV (+$5.8M).
  • Started 3 new stock positions in TDG, TYL, VEEV.
  • Reduced shares in these 5 stocks: DCBO (-$22M), ALKT (-$21M), CPAY (-$14M), IIIV (-$6.1M), PCOR.
  • Sold out of its position in DCBO.
  • Long Path Partners was a net seller of stock by $-3.8M.
  • Long Path Partners has $220M in assets under management (AUM), dropping by -24.71%.
  • Central Index Key (CIK): 0001905112

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Long Path Partners

Long Path Partners holds 9 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ncino (NCNO) 30.1 $66M +20% 4.4M 14.98
 View chart
Mesa Laboratories (MLAB) 16.3 $36M +78% 406k 88.42
 View chart
Alkami Technology (ALKT) 12.8 $28M -42% 1.8M 15.67
 View chart
Corpay Com Shs (CPAY) 11.7 $26M -34% 88k 290.99
 View chart
Tyler Technologies (TYL) 9.4 $21M NEW 60k 342.38
 View chart
I3 Verticals Com Cl A (IIIV) 8.3 $18M -25% 820k 22.36
 View chart
Procore Technologies (PCOR) 5.4 $12M -16% 209k 57.00
 View chart
TransDigm Group Incorporated (TDG) 3.4 $7.5M NEW 6.5k 1158.96
 View chart
Veeva Sys Cl A Com (VEEV) 2.6 $5.8M NEW 33k 175.66
 View chart

Past Filings by Long Path Partners

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