Long Path Partners as of Sept. 30, 2023
Portfolio Holdings for Long Path Partners
Long Path Partners holds 9 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alkami Technology (ALKT) | 22.8 | $46M | 2.5M | 18.22 | |
| FleetCor Technologies | 20.4 | $41M | 159k | 255.34 | |
| salesforce (CRM) | 17.1 | $34M | 169k | 202.78 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 16.2 | $32M | 354k | 91.32 | |
| Docebo (DCBO) | 11.2 | $22M | 551k | 40.52 | |
| Silvercrest Asset Mgmt Group Cl A (SAMG) | 5.8 | $12M | 726k | 15.87 | |
| Ncino (NCNO) | 4.2 | $8.3M | 263k | 31.80 | |
| TransDigm Group Incorporated (TDG) | 1.5 | $3.0M | 3.6k | 843.13 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.8 | $1.7M | 18k | 90.91 |
