# Long Path Partners LP: Form 13F holdings

An institutional investment manager in Stamford, CT. SEC CIK 1905112.

- Quarter ended: 2026-06-30
- Filed: 2026-07-31
- Reported value: $234.6m
- Positions: 10 (10 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1905112/000091957426004718/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [NCINO INC (NCNO)](/companies/ncno.md) | COM | $59.5m | 25.4% | 3,639,442 |  | Reduced −780,503 |
| [MESA LABS INC (MLAB)](/companies/mlab.md) | COM | $47.5m | 20.2% | 477,126 |  | Added +71,543 |
| [ALKAMI TECHNOLOGY INC (ALKT)](/companies/alkt.md) | COM | $40.6m | 17.3% | 2,239,524 |  | Added +440,308 |
| [CORPAY INC (CPAY)](/companies/cpay.md) | COM SHS | $29.2m | 12.4% | 87,472 |  | Reduced −823 |
| [TYLER TECHNOLOGIES INC (TYL)](/companies/tyl.md) | COM | $18.3m | 7.8% | 62,642 |  | Added +2,333 |
| [SPS COMM INC (SPSC)](/companies/spsc.md) | COM | $10.3m | 4.4% | 180,912 |  | New +180,912 |
| [VEEVA SYS INC (VEEV)](/companies/veev.md) | CL A COM | $9.4m | 4.0% | 52,738 |  | Added +19,829 |
| [TRANSDIGM GROUP INC (TDG)](/companies/tdg.md) | COM | $8.1m | 3.5% | 6,078 |  | Reduced −400 |
| [PROCORE TECHNOLOGIES INC (PCOR)](/companies/pcor.md) | COM | $7.2m | 3.1% | 176,896 |  | Reduced −32,290 |
| [I3 VERTICALS INC (IIIV)](/companies/iiiv.md) | COM CL A | $4.6m | 2.0% | 215,319 |  | Reduced −604,306 |

Source: SEC EDGAR, Form 13F-HR, accession 0000919574-26-004718. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.