Long Path Partners Lp Portfolio Stock Holdings
Long Path Partners Lp disclosed 10 stock positions valued at approximately $234.6 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 June 30, 2026 and was filed on July 31, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 10
- Portfolio Value
- $234.6M
Holdings by Sector
Long Path Partners Lp Portfolio Holdings in Q2 2026
10 holdings in the latest reporting period.
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| 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 |