Long Path Partners LP: 13F holdings
CIK 19051122026Q2
| Positions | 10 |
|---|
| Reported value | $234.6m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 10 (+1 vs prior quarter) |
|---|
| Reported value | $234.6m (+6.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NCNO NCINO INC | 3,639,442 | $59.5m | 25.4% |
| MLAB MESA LABS INC | 477,126 | $47.5m | 20.2% |
| ALKT ALKAMI TECHNOLOGY INC | 2,239,524 | $40.6m | 17.3% |
| CPAY CORPAY INC | 87,472 | $29.2m | 12.4% |
| TYL TYLER TECHNOLOGIES INC | 62,642 | $18.3m | 7.8% |
| SPSC SPS COMM INC | 180,912 | $10.3m | 4.4% |
| VEEV VEEVA SYS INC | 52,738 | $9.4m | 4.0% |
| TDG TRANSDIGM GROUP INC | 6,078 | $8.1m | 3.5% |
| PCOR PROCORE TECHNOLOGIES INC | 176,896 | $7.2m | 3.1% |
| IIIV I3 VERTICALS INC | 215,319 | $4.6m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1905112")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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