Institutions / Long Path Partners LP

Long Path Partners LP

CIK 1905112 · Institution · as of Dec 31, 2025
Portfolio value
$292.41M
Positions
7
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
nCino Inc.$94.00M3,666,22232.1%
Alkami Technology, Inc.$72.47M3,141,11524.8%
Corpay Inc$40.67M135,14413.9%
i3 Verticals, Inc.$27.54M1,093,4189.4%
Docebo Inc$21.65M975,0887.4%
Procore Technologies, Inc.$18.25M250,8326.2%
Mesa Laboratories Inc /Co$17.84M227,2236.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.