Long Path Partners as of March 31, 2025
Portfolio Holdings for Long Path Partners
Long Path Partners holds 10 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ncino (NCNO) | 31.6 | $82M | 3.0M | 27.47 | |
| Procore Technologies (PCOR) | 13.4 | $35M | 526k | 66.02 | |
| Corpay Com Shs (CPAY) | 13.1 | $34M | 98k | 348.72 | |
| Docebo (DCBO) | 10.0 | $26M | 902k | 28.71 | |
| I3 Verticals Com Cl A (IIIV) | 9.5 | $25M | 998k | 24.67 | |
| Alkami Technology (ALKT) | 7.0 | $18M | 686k | 26.25 | |
| Silvercrest Asset Mgmt Group Cl A (SAMG) | 5.8 | $15M | 910k | 16.36 | |
| Workday Cl A (WDAY) | 5.1 | $13M | 57k | 233.53 | |
| Charter Communications Inc N Cl A (CHTR) | 2.9 | $7.4M | 20k | 368.53 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.6 | $4.2M | 49k | 85.05 |
