13F HOLDINGS REPORT
Long Path Partners LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000919574-24-003148
Total Value
$190.0M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CORPAY INC | CPAY | 137,451 | $42.4M | 22.32% |
| 2 | NCINO INC | NCNO | 1,031,606 | $38.6M | 20.29% |
| 3 | ALKAMI TECHNOLOGY INC | ALKT | 1,213,076 | $29.8M | 15.69% |
| 4 | SALESFORCE INC | CRM | 80,029 | $24.1M | 12.68% |
| 5 | DOCEBO INC | DCBO | 396,753 | $19.4M | 10.23% |
| 6 | LIBERTY BROADBAND CORP | LBRDP | 312,309 | $17.9M | 9.41% |
| 7 | SILVERCREST ASSET MGMT GROUP | 828359109 | 760,171 | $12.0M | 6.32% |
| 8 | PROCORE TECHNOLOGIES INC | PCOR | 61,782 | $5.1M | 2.67% |
| 9 | LIBERTY BROADBAND CORP | LBRDP | 12,973 | $741,018 | 0.39% |