Long Path Partners Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$220.1M
Q ending 2026-03-31
Prior quarter
$292.4M
Q ending 2025-12-31
Change
-24.7% QoQ · -14.9% YoY
Positions
9
reported holdings
Largest positions
All 9 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ncino Inc | NCNO | Shares | $66.2M | 4.4M |
| Mesa Labs Inc | MLAB | Shares | $35.9M | 406K |
| Alkami Technology Inc | ALKT | Shares | $28.2M | 1.8M |
| Corpay Inc | CPAY | Shares | $25.7M | 88K |
| Tyler Technologies Inc | TYL | Shares | $20.6M | 60K |
| I3 Verticals Inc | IIIV | Shares | $18.3M | 820K |
| Procore Technologies Inc | PCOR | Shares | $11.9M | 209K |
| Transdigm Group Inc | TDG | Shares | $7.5M | 6K |
| Veeva Sys Inc | VEEV | Shares | $5.8M | 33K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.