13F HOLDINGS REPORT
Long Path Partners LP
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0000919574-25-004549
Total Value
$294.6M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NCINO INC | NCNO | 4,787,869 | $133.9M | 45.46% |
| 2 | CORPAY INC | CPAY | 138,003 | $45.8M | 15.55% |
| 3 | DOCEBO INC | DCBO | 1,176,750 | $34.1M | 11.56% |
| 4 | ALKAMI TECHNOLOGY INC | ALKT | 1,078,466 | $32.5M | 11.03% |
| 5 | I3 VERTICALS INC | IIIV | 1,039,847 | $28.6M | 9.70% |
| 6 | PROCORE TECHNOLOGIES INC | PCOR | 288,280 | $19.7M | 6.70% |