Long Path Partners as of Dec. 31, 2024
Portfolio Holdings for Long Path Partners
Long Path Partners holds 11 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ncino (NCNO) | 35.6 | $110M | 3.3M | 33.58 | |
| Procore Technologies (PCOR) | 12.5 | $39M | 514k | 74.93 | |
| Docebo (DCBO) | 10.7 | $33M | 740k | 44.77 | |
| salesforce (CRM) | 9.8 | $30M | 90k | 334.33 | |
| Corpay Com Shs (CPAY) | 9.1 | $28M | 83k | 338.42 | |
| I3 Verticals Com Cl A (IIIV) | 7.3 | $23M | 980k | 23.04 | |
| Silvercrest Asset Mgmt Group Cl A (SAMG) | 5.6 | $17M | 941k | 18.39 | |
| Workday Cl A (WDAY) | 3.9 | $12M | 47k | 258.03 | |
| Charter Communications Inc N Cl A (CHTR) | 2.2 | $6.9M | 20k | 342.77 | |
| Alkami Technology (ALKT) | 2.0 | $6.2M | 170k | 36.68 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.2 | $3.7M | 50k | 74.76 |
