Institutional Fund
Long Path Partners LP
Stamford, CTCIK 19051125 filings on record
Portfolio Value
$220.15M
Q1 2026
Holdings
9
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-24.7%
from $292.41M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ncino Inc30.1%
- Mesa Labs Inc16.3%
- Alkami Technology Inc12.8%
- Corpay Inc11.7%
- Tyler Technologies Inc9.4%
- I3 Verticals Inc8.3%
- Other11.5%
Portfolio Holdings
9 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ncino Inc | 4.42M | $66.21M | 30.1% | +753.7K | Added |
| 2 | Mesa Labs Inc | 405.6K | $35.86M | 16.3% | +178.4K | Added |
| 3 | Alkami Technology Inc | 1.80M | $28.19M | 12.8% | −1.34M | Reduced |
| 4 | Corpay Inc | 88.3K | $25.69M | 11.7% | −46.8K | Reduced |
| 5 | Tyler Technologies Inc | 60.3K | $20.65M | 9.4% | +60.3K | New |
| 6 | I3 Verticals Inc | 819.6K | $18.33M | 8.3% | −273.8K | Reduced |
| 7 | Procore Technologies Inc | 209.2K | $11.92M | 5.4% | −41.6K | Reduced |
| 8 | Transdigm Group Inc | 6.5K | $7.51M | 3.4% | +6.5K | New |
| 9 | Veeva Sys Inc | 32.9K | $5.78M | 2.6% | +32.9K | New |