Institutional Manager · CIK 0001905112
Long Path Partners LP
Stamford, CT · File #028-22622
Latest AUM
$292.4M
Positions
7
Top-10 Concentration
100.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20257 pos · $292.4M
- 13F HOLDINGS REPORTQ/E Sep 20257 pos · $276.6M
- 13F HOLDINGS REPORTQ/E Jun 20256 pos · $294.6M
- 13F HOLDINGS REPORTQ/E Mar 202510 pos · $258.7M
- 13F HOLDINGS REPORTQ/E Dec 202411 pos · $308.6M
- 13F HOLDINGS REPORTQ/E Sep 202410 pos · $308.3M
- 13F HOLDINGS REPORTQ/E Jun 202410 pos · $252.3M
- 13F HOLDINGS REPORTQ/E Mar 20249 pos · $190.0M
- 13F HOLDINGS REPORTQ/E Dec 20239 pos · $199.6M
- 13F HOLDINGS REPORTQ/E Sep 202320 pos · $227.4M
- 13F HOLDINGS REPORTQ/E Jun 202315 pos · $231.8M
- 13F HOLDINGS REPORTQ/E Mar 202313 pos · $230.1M
Top 7 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |