account_balance

Investment manager · 13F filer · SEC CIK 1905112

Long Path Partners LP

Reported value$235Mas of Jun 30, 2026
Positions10 1 new, 0 sold out
Top 10 weight100.0%NCNO alone is 25%
FiledJul 3131 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 10 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 10 as a list
NCNO nCino, Inc. 25.4% Trimmed −18%MLAB Mesa Laboratories Inc 20.2% Added +18%ALKT Alkami Technology, Inc. 17.3% Added +24%CPAY Corpay, Inc. 12.4% HeldTYL Tyler Technologies Inc 7.8% Added +4%SPSC SPS Commerce Inc 4.4% NewVEEV Veeva Systems Inc 4.0% Added +60%TDG TransDigm Group INC 3.5% Trimmed −6%PCOR Procore Technologies, Inc. 3.1% Trimmed −15%IIIV i3 Verticals, Inc. 2.0% Trimmed −74%

What changed

Biggest moves since Mar 31, 2026

Filed Jul 31, 2026, compared with the May 14, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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