Long Path Partners LP
An institutional investment manager in Stamford, CT. Its Form 13F for the quarter ended Jun 30, 2026, filed Jul 31, 2026. SEC CIK 1905112.
- Reported value$234.6m
- Positions10
Holdings: 10 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Ncino IncNCNO | COM | 63947X101 | 59.5 | 25.4% | 3,639,442 | Reduced−780,503 | |
| Mesa Labs IncMLAB | COM | 59064R109 | 47.5 | 20.2% | 477,126 | Added+71,543 | |
| Alkami Technology IncALKT | COM | 01644J108 | 40.6 | 17.3% | 2,239,524 | Added+440,308 | |
| Corpay IncCPAY | COM SHS | 219948106 | 29.2 | 12.4% | 87,472 | Reduced−823 | |
| Tyler Technologies IncTYL | COM | 902252105 | 18.3 | 7.8% | 62,642 | Added+2,333 | |
| SPS Comm IncSPSC | COM | 78463M107 | 10.3 | 4.4% | 180,912 | New+180,912 | |
| Veeva Sys IncVEEV | CL A COM | 922475108 | 9.4 | 4.0% | 52,738 | Added+19,829 | |
| Transdigm Group IncTDG | COM | 893641100 | 8.1 | 3.5% | 6,078 | Reduced−400 | |
| Procore Technologies IncPCOR | COM | 74275K108 | 7.2 | 3.1% | 176,896 | Reduced−32,290 | |
| I3 Verticals IncIIIV | COM CL A | 46571Y107 | 4.6 | 2.0% | 215,319 | Reduced−604,306 |
Source: SEC EDGAR, Form 13F-HR, accession 0000919574-26-004718 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.