Long Path Partners as of March 31, 2026
Portfolio Holdings for Long Path Partners
Long Path Partners holds 9 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ncino (NCNO) | 30.1 | $66M | 4.4M | 14.98 | |
| Mesa Laboratories (MLAB) | 16.3 | $36M | 406k | 88.42 | |
| Alkami Technology (ALKT) | 12.8 | $28M | 1.8M | 15.67 | |
| Corpay Com Shs (CPAY) | 11.7 | $26M | 88k | 290.99 | |
| Tyler Technologies (TYL) | 9.4 | $21M | 60k | 342.38 | |
| I3 Verticals Com Cl A (IIIV) | 8.3 | $18M | 820k | 22.36 | |
| Procore Technologies (PCOR) | 5.4 | $12M | 209k | 57.00 | |
| TransDigm Group Incorporated (TDG) | 3.4 | $7.5M | 6.5k | 1158.96 | |
| Veeva Sys Cl A Com (VEEV) | 2.6 | $5.8M | 33k | 175.66 |
