Long Path Partners as of Dec. 31, 2022
Portfolio Holdings for Long Path Partners
Long Path Partners holds 13 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FleetCor Technologies | 18.3 | $42M | 230k | 183.68 | |
| Alkami Technology (ALKT) | 15.1 | $35M | 2.4M | 14.59 | |
| salesforce (CRM) | 11.6 | $27M | 201k | 132.59 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 10.4 | $24M | 314k | 76.27 | |
| Docebo (DCBO) | 9.1 | $21M | 632k | 33.14 | |
| Coupa Software | 8.2 | $19M | 238k | 79.17 | |
| TransDigm Group Incorporated (TDG) | 7.5 | $17M | 27k | 629.65 | |
| Servicenow (NOW) | 7.3 | $17M | 43k | 388.27 | |
| Silvercrest Asset Mgmt Group Cl A (SAMG) | 5.4 | $12M | 657k | 18.77 | |
| Appfolio Com Cl A (APPF) | 5.1 | $12M | 112k | 105.38 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 1.1 | $2.5M | 34k | 75.85 | |
| Ncino (NCNO) | 0.8 | $1.8M | 69k | 26.44 | |
| Intercontinental Exchange (ICE) | 0.1 | $224k | 2.2k | 102.59 |
