Long Path Partners Lp Portfolio Stock Holdings
Long Path Partners Lp disclosed 9 stock positions valued at approximately $220.1 million in its latest SEC 13F filing. The largest holdings include NCINO INC, MESA LABS INC, and ALKAMI TECHNOLOGY INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 9
- Portfolio Value
- $220.1M
Holdings by Sector
Long Path Partners Lp Portfolio Holdings in Q1 2026
9 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NCINO INC | NCNO | Technology | 30.08% | 4,419,945 | +753,723 | +20.56% | $66,210,776 |
| MESA LABS INC | MLAB | Technology | 16.29% | 405,583 | +178,360 | +78.50% | $35,861,649 |
| ALKAMI TECHNOLOGY INC | ALKT | Technology | 12.81% | 1,799,216 | -1,341,899 | -42.72% | $28,193,715 |
| CORPAY INC | CPAY | Technology | 11.67% | 88,295 | -46,849 | -34.67% | $25,692,962 |
| TYLER TECHNOLOGIES INC | TYL | Technology | 9.38% | 60,309 | +60,309 | +100.00% | $20,648,595 |
| I3 VERTICALS INC | IIIV | Technology | 8.32% | 819,625 | -273,793 | -25.04% | $18,326,815 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 5.42% | 209,186 | -41,646 | -16.60% | $11,923,602 |
| TRANSDIGM GROUP INC | TDG | Industrials | 3.41% | 6,478 | +6,478 | +100.00% | $7,507,743 |
| VEEVA SYS INC | VEEV | Healthcare | 2.63% | 32,909 | +32,909 | +100.00% | $5,780,795 |