13F HOLDINGS REPORT
Long Path Partners LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000919574-24-004728
Total Value
$252.3M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NCINO INC | NCNO | 2,590,135 | $81.5M | 32.29% |
| 2 | CORPAY INC | CPAY | 140,660 | $37.5M | 14.85% |
| 3 | DOCEBO INC | DCBO | 686,277 | $26.5M | 10.51% |
| 4 | PROCORE TECHNOLOGIES INC | PCOR | 338,503 | $22.4M | 8.90% |
| 5 | ALKAMI TECHNOLOGY INC | ALKT | 702,489 | $20.0M | 7.93% |
| 6 | SALESFORCE INC | CRM | 76,894 | $19.8M | 7.84% |
| 7 | LIBERTY BROADBAND CORP | LBRDP | 300,730 | $16.5M | 6.53% |
| 8 | SILVERCREST ASSET MGMT GROUP | 828359109 | 940,798 | $14.7M | 5.81% |
| 9 | I3 VERTICALS INC | IIIV | 577,706 | $12.8M | 5.06% |
| 10 | LIBERTY BROADBAND CORP | LBRDP | 12,973 | $708,326 | 0.28% |