Long Path Partners as of June 30, 2026
Portfolio Holdings for Long Path Partners
Long Path Partners holds 10 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ncino (NCNO) | 25.4 | $60M | 3.6M | 16.35 | |
| Mesa Laboratories (MLAB) | 20.2 | $48M | 477k | 99.55 | |
| Alkami Technology (ALKT) | 17.3 | $41M | 2.2M | 18.12 | |
| Corpay Com Shs (CPAY) | 12.4 | $29M | 88k | 333.27 | |
| Tyler Technologies (TYL) | 7.8 | $18M | 63k | 292.46 | |
| SPS Commerce (SPSC) | 4.4 | $10M | 181k | 57.17 | |
| Veeva Sys Cl A Com (VEEV) | 4.0 | $9.4M | 53k | 177.47 | |
| TransDigm Group Incorporated (TDG) | 3.5 | $8.1M | 6.1k | 1332.04 | |
| Procore Technologies (PCOR) | 3.1 | $7.2M | 177k | 40.62 | |
| I3 Verticals Com Cl A (IIIV) | 2.0 | $4.6M | 215k | 21.36 |
