§ 13F · FUND PROFILE
Long Path Partners LP.
AUM · $235M (13F)Positions · 10Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NCNO | NCINO INC | 3.64M | $60M | 25.4% | −18% |
| 2 | MLAB | MESA LABS INC | 477K | $47M | 20.2% | +18% |
| 3 | ALKT | ALKAMI TECHNOLOGY INC | 2.24M | $41M | 17.3% | +24% |
| 4 | CPAY | CORPAY INC | 87K | $29M | 12.4% | −1% |
| 5 | TYL | TYLER TECHNOLOGIES INC | 63K | $18M | 7.8% | +4% |
| 6 | SPSC | SPS COMM INC | 181K | $10M | 4.4% | NEW |
| 7 | VEEV | VEEVA SYS INC | 53K | $9M | 4.0% | +60% |
| 8 | TDG | TRANSDIGM GROUP INC | 6K | $8M | 3.5% | −6% |
| 9 | PCOR | PROCORE TECHNOLOGIES INC | 177K | $7M | 3.1% | −15% |
| 10 | IIIV | I3 VERTICALS INC | 215K | $5M | 2.0% | −74% |
§ 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 $235 million in assets. The fund runs a focused portfolio of just 10 positions.
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