13F HOLDINGS REPORT
Long Path Partners LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000919574-26-000992
Total Value
$292.4M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NCINO INC | NCNO | 3,666,222 | $94.0M | 32.15% |
| 2 | ALKAMI TECHNOLOGY INC | ALKT | 3,141,115 | $72.5M | 24.78% |
| 3 | CORPAY INC | CPAY | 135,144 | $40.7M | 13.91% |
| 4 | I3 VERTICALS INC | IIIV | 1,093,418 | $27.5M | 9.42% |
| 5 | DOCEBO INC | DCBO | 975,088 | $21.6M | 7.40% |
| 6 | PROCORE TECHNOLOGIES INC | PCOR | 250,832 | $18.2M | 6.24% |
| 7 | MESA LABS INC | 59064R109 | 227,223 | $17.8M | 6.10% |