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Long Path Partners LP
Period ended Jun 30, 2026 · Latest filing Jul 31, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $234,638,038
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NCINO INC · COM · 63947X101 · shares: $59,504,877
- MESA LABS INC · COM · 59064R109 · shares: $47,497,893
- ALKAMI TECHNOLOGY INC · COM · 01644J108 · shares: $40,580,175
- CORPAY INC · COM SHS · 219948106 · shares: $29,151,793
- TYLER TECHNOLOGIES INC · COM · 902252105 · shares: $18,320,279
- SPS COMM INC · COM · 78463M107 · shares: $10,342,739
- VEEVA SYS INC · CL A COM · 922475108 · shares: $9,359,413
- TRANSDIGM GROUP INC · COM · 893641100 · shares: $8,096,139
- PROCORE TECHNOLOGIES INC · COM · 74275K108 · shares: $7,185,516
- I3 VERTICALS INC · COM CL A · 46571Y107 · shares: $4,599,214
Reported holdings
10 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NCINO INC | COM | 63947X101 | — | 3,639,442 shares | $59,504,877 |
| MESA LABS INC | COM | 59064R109 | — | 477,126 shares | $47,497,893 |
| ALKAMI TECHNOLOGY INC | COM | 01644J108 | — | 2,239,524 shares | $40,580,175 |
| CORPAY INC | COM SHS | 219948106 | — | 87,472 shares | $29,151,793 |
| TYLER TECHNOLOGIES INC | COM | 902252105 | — | 62,642 shares | $18,320,279 |
| SPS COMM INC | COM | 78463M107 | — | 180,912 shares | $10,342,739 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 52,738 shares | $9,359,413 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 6,078 shares | $8,096,139 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | — | 176,896 shares | $7,185,516 |
| I3 VERTICALS INC | COM CL A | 46571Y107 | — | 215,319 shares | $4,599,214 |