§ 13F · FUND PROFILE
Long Path Partners LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $295M (13F)Positions · 6Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NCNO | NCINO INC | 4.42M | $66M | 30.1% | +21% |
| 2 | MLAB | MESA LABS INC | 406K | $36M | 16.3% | +79% |
| 3 | ALKT | ALKAMI TECHNOLOGY INC | 1.80M | $28M | 12.8% | −43% |
| 4 | CPAY | CORPAY INC | 88K | $26M | 11.7% | −35% |
| 5 | TYL | TYLER TECHNOLOGIES INC | 60K | $21M | 9.4% | NEW |
| 6 | IIIV | I3 VERTICALS INC | 820K | $18M | 8.3% | −25% |
| 7 | PCOR | PROCORE TECHNOLOGIES INC | 209K | $12M | 5.4% | −17% |
| 8 | TDG | TRANSDIGM GROUP INC | 6K | $8M | 3.4% | NEW |
| 9 | VEEV | VEEVA SYS INC | 33K | $6M | 2.6% | 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 $295 million in assets. The fund runs a focused portfolio of just 6 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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