Long Path Partners as of Sept. 30, 2025
Portfolio Holdings for Long Path Partners
Long Path Partners holds 7 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ncino (NCNO) | 33.0 | $91M | 3.4M | 27.11 | |
| Alkami Technology (ALKT) | 23.1 | $64M | 2.6M | 24.84 | |
| Corpay Com Shs (CPAY) | 14.2 | $39M | 136k | 288.06 | |
| I3 Verticals Com Cl A (IIIV) | 12.2 | $34M | 1.0M | 32.46 | |
| Docebo (DCBO) | 10.0 | $28M | 1.0M | 27.33 | |
| Procore Technologies (PCOR) | 7.4 | $20M | 279k | 72.92 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $517k | 2.1k | 241.96 |
