13F HOLDINGS REPORT
Long Path Partners LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000919574-25-006895
Total Value
$276.6M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NCINO INC | NCNO | 3,366,001 | $91.3M | 32.99% |
| 2 | ALKAMI TECHNOLOGY INC | ALKT | 2,568,823 | $63.8M | 23.07% |
| 3 | CORPAY INC | CPAY | 135,964 | $39.2M | 14.16% |
| 4 | I3 VERTICALS INC | IIIV | 1,039,847 | $33.8M | 12.20% |
| 5 | DOCEBO INC | DCBO | 1,015,188 | $27.7M | 10.03% |
| 6 | PROCORE TECHNOLOGIES INC | PCOR | 279,147 | $20.4M | 7.36% |
| 7 | ISHARES TR | 464287655 | 2,135 | $516,585 | 0.19% |