Long Path Partners as of Sept. 30, 2022
Portfolio Holdings for Long Path Partners
Long Path Partners holds 11 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FleetCor Technologies | 20.2 | $38M | 214k | 176.17 | |
| Alkami Technology (ALKT) | 19.4 | $36M | 2.4M | 15.05 | |
| salesforce (CRM) | 15.6 | $29M | 203k | 143.84 | |
| TransDigm Group Incorporated (TDG) | 10.9 | $20M | 39k | 524.83 | |
| Appfolio Com Cl A (APPF) | 9.7 | $18M | 174k | 104.72 | |
| Coupa Software | 7.9 | $15M | 250k | 58.80 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 5.1 | $9.5M | 129k | 73.80 | |
| Docebo (DCBO) | 5.0 | $9.4M | 348k | 27.01 | |
| Silvercrest Asset Mgmt Group Cl A (SAMG) | 4.6 | $8.5M | 522k | 16.35 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 1.3 | $2.5M | 34k | 74.61 | |
| Zendesk | 0.2 | $303k | 4.0k | 76.05 |
