Long Path Partners Lp Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Long Path Partners Lp disclosed 10 stock positions valued at approximately $234.64M as of quarter-end June 30, 2026. The largest holdings include NCINO INC, MESA LABS INC, and ALKAMI TECHNOLOGY INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 10
- Portfolio Value
- $234.64M
Holdings by Sector
Long Path Partners Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NCINO INC | NCNO | Technology | 25.36% | 3,639,442 | -780,503 | -17.66% | $59,504,877 |
| MESA LABS INC | MLAB | Technology | 20.24% | 477,126 | +71,543 | +17.64% | $47,497,893 |
| ALKAMI TECHNOLOGY INC | ALKT | Technology | 17.29% | 2,239,524 | +440,308 | +24.47% | $40,580,175 |
| CORPAY INC | CPAY | Technology | 12.42% | 87,472 | -823 | -0.93% | $29,151,793 |
| TYLER TECHNOLOGIES INC | TYL | Technology | 7.81% | 62,642 | +2,333 | +3.87% | $18,320,279 |
| SPS COMM INC | SPSC | Technology | 4.41% | 180,912 | +180,912 | +100.00% | $10,342,739 |
| VEEVA SYS INC | VEEV | Healthcare | 3.99% | 52,738 | +19,829 | +60.25% | $9,359,413 |
| TRANSDIGM GROUP INC | TDG | Industrials | 3.45% | 6,078 | -400 | -6.17% | $8,096,139 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 3.06% | 176,896 | -32,290 | -15.44% | $7,185,516 |
| I3 VERTICALS INC | IIIV | Technology | 1.96% | 215,319 | -604,306 | -73.73% | $4,599,214 |
Showing 10 of 10 holdings in the latest reporting period.