Long Path Partners as of June 30, 2022
Portfolio Holdings for Long Path Partners
Long Path Partners holds 8 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FleetCor Technologies | 25.7 | $42M | 202k | 210.11 | |
| Alkami Technology (ALKT) | 25.3 | $42M | 3.0M | 13.89 | |
| salesforce (CRM) | 17.4 | $29M | 174k | 165.04 | |
| TransDigm Group Incorporated (TDG) | 9.9 | $16M | 31k | 536.68 | |
| Zendesk | 8.9 | $15M | 197k | 74.07 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 6.5 | $11M | 93k | 115.64 | |
| Silvercrest Asset Mgmt Group Cl A (SAMG) | 4.0 | $6.7M | 406k | 16.41 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 2.3 | $3.8M | 34k | 113.54 |
