Long Path Partners as of March 31, 2023
Portfolio Holdings for Long Path Partners
Long Path Partners holds 15 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FleetCor Technologies | 20.1 | $47M | 221k | 210.85 | |
| salesforce (CRM) | 16.9 | $39M | 196k | 199.78 | |
| Alkami Technology (ALKT) | 14.3 | $33M | 2.6M | 12.66 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 12.5 | $29M | 355k | 81.70 | |
| Docebo (DCBO) | 10.4 | $24M | 590k | 40.74 | |
| Servicenow (NOW) | 10.2 | $24M | 51k | 464.72 | |
| Silvercrest Asset Mgmt Group Cl A (SAMG) | 5.4 | $12M | 683k | 18.18 | |
| Ncino (NCNO) | 4.2 | $9.8M | 394k | 24.78 | |
| TransDigm Group Incorporated (TDG) | 3.4 | $7.8M | 11k | 737.05 | |
| Appfolio Com Cl A (APPF) | 1.2 | $2.9M | 23k | 124.48 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.9 | $2.1M | 25k | 82.12 | |
| Intercontinental Exchange (ICE) | 0.2 | $434k | 4.2k | 104.29 | |
| Guidewire Software (GWRE) | 0.1 | $315k | 3.8k | 82.05 | |
| Q2 Holdings (QTWO) | 0.1 | $240k | 9.7k | 24.62 | |
| Procore Technologies (PCOR) | 0.1 | $223k | 3.6k | 62.63 |
