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§ 13F · FUND PROFILE

Long Path Partners LP.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $294.6T (13F)Positions · 6Turnover · · Q4Filed · Feb 17, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$292.4T deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 17, 2026
#TickerNameShares$ value% portΔ Q4
1NCNONCINO INC3.67M$94.0T32.1%NEW
2ALKTALKAMI TECHNOLOGY INC3.14M$72.5T24.8%NEW
3CPAYCORPAY INC135K$40.7T13.9%NEW
4IIIVI3 VERTICALS INC1.09M$27.5T9.4%NEW
5DCBODOCEBO INC975K$21.6T7.4%NEW
6PCORPROCORE TECHNOLOGIES INC251K$18.2T6.2%NEW
7MLABMESA LABS INC227K$17.8T6.1%NEW
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE LONG SIGNAL

AC read

Long Path Partners LP is a Other fund managing $294568.1 trillion in assets. The fund runs a focused portfolio of just 6 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed