13F HOLDINGS REPORT
Long Path Partners LP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0000919574-25-003028
Total Value
$258.7M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NCINO INC | NCNO | 2,972,001 | $81.6M | 31.56% |
| 2 | PROCORE TECHNOLOGIES INC | PCOR | 525,876 | $34.7M | 13.42% |
| 3 | CORPAY INC | CPAY | 97,527 | $34.0M | 13.15% |
| 4 | DOCEBO INC | DCBO | 901,574 | $25.9M | 10.01% |
| 5 | I3 VERTICALS INC | IIIV | 997,996 | $24.6M | 9.52% |
| 6 | ALKAMI TECHNOLOGY INC | ALKT | 685,532 | $18.0M | 6.96% |
| 7 | SILVERCREST ASSET MGMT GROUP | 828359109 | 910,328 | $14.9M | 5.76% |
| 8 | WORKDAY INC | WDAY | 56,911 | $13.3M | 5.14% |
| 9 | CHARTER COMMUNICATIONS INC N | 16119P108 | 20,171 | $7.4M | 2.87% |
| 10 | LIBERTY BROADBAND CORP | LBRDP | 49,284 | $4.2M | 1.62% |