Long Path Partners as of March 31, 2024
Portfolio Holdings for Long Path Partners
Long Path Partners holds 9 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Corpay Com Shs (CPAY) | 22.3 | $42M | 138k | 308.54 | |
| Ncino (NCNO) | 20.3 | $39M | 1.0M | 37.38 | |
| Alkami Technology (ALKT) | 15.7 | $30M | 1.2M | 24.57 | |
| salesforce (CRM) | 12.7 | $24M | 80k | 301.18 | |
| Docebo (DCBO) | 10.2 | $19M | 397k | 48.98 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 9.4 | $18M | 312k | 57.23 | |
| Silvercrest Asset Mgmt Group Cl A (SAMG) | 6.3 | $12M | 760k | 15.81 | |
| Procore Technologies (PCOR) | 2.7 | $5.1M | 62k | 82.17 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.4 | $741k | 13k | 57.12 |
