Long Path Partners as of June 30, 2024
Portfolio Holdings for Long Path Partners
Long Path Partners holds 10 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ncino (NCNO) | 32.3 | $82M | 2.6M | 31.45 | |
| Corpay Com Shs (CPAY) | 14.9 | $38M | 141k | 266.41 | |
| Docebo (DCBO) | 10.5 | $27M | 686k | 38.63 | |
| Procore Technologies (PCOR) | 8.9 | $22M | 339k | 66.31 | |
| Alkami Technology (ALKT) | 7.9 | $20M | 703k | 28.48 | |
| salesforce (CRM) | 7.8 | $20M | 77k | 257.10 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 6.5 | $17M | 301k | 54.82 | |
| Silvercrest Asset Mgmt Group Cl A (SAMG) | 5.8 | $15M | 941k | 15.59 | |
| I3 Verticals Com Cl A (IIIV) | 5.1 | $13M | 578k | 22.08 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.3 | $708k | 13k | 54.60 |
