Pathway Capital Management, Lp Portfolio Stock Holdings

According to the SEC 13F filed on August 3, 2026, Pathway Capital Management, Lp disclosed 4 stock positions valued at approximately $23.95M as of quarter-end June 30, 2026. The largest holdings include Rubrik, Inc., Robinhood Markets, Inc., and ServiceTitan, Inc..

Report Period
June 30, 2026
No. of Stocks
4
Portfolio Value
$23.95M
Holdings by Sector
Pathway Capital Management, Lp Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Rubrik, Inc.RBRKTechnology53.56%159,775+159,775+100.00%$12,826,737
Robinhood Markets, Inc.HOODFinancial Services33.66%80,373+80,373+100.00%$8,059,804
ServiceTitan, Inc.TTANOther11.25%38,094+18,135+90.86%$2,693,627
Blend Labs, Inc.BLNDTechnology1.53%214,209+214,209+100.00%$366,297
Showing 4 of 4 holdings in the latest reporting period.