13F HOLDINGS REPORT
Long Path Partners LP
Quarter ended Q3 2024 · Filed November 12, 2024 · Accession 0000919574-24-006304
Total Value
$308.3M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NCINO INC | NCNO | 3,721,406 | $117.6M | 38.14% |
| 2 | CORPAY INC | CPAY | 135,972 | $42.5M | 13.80% |
| 3 | DOCEBO INC | DCBO | 731,299 | $32.3M | 10.49% |
| 4 | SALESFORCE INC | CRM | 100,827 | $27.6M | 8.95% |
| 5 | LIBERTY BROADBAND CORP | LBRDP | 290,449 | $22.4M | 7.28% |
| 6 | PROCORE TECHNOLOGIES INC | PCOR | 358,050 | $22.1M | 7.17% |
| 7 | I3 VERTICALS INC | IIIV | 933,098 | $19.9M | 6.45% |
| 8 | SILVERCREST ASSET MGMT GROUP | 828359109 | 940,798 | $16.2M | 5.26% |
| 9 | ALKAMI TECHNOLOGY INC | ALKT | 210,748 | $6.6M | 2.16% |
| 10 | LIBERTY BROADBAND CORP | LBRDP | 12,337 | $947,728 | 0.31% |