Long Path Partners LP 13F Holdings · Q2 2026
Long Path Partners LP reported 10 securities worth $234.64M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NCNO (25.36%), MLAB (20.24%), ALKT (17.29%). Among its top 25 positions this quarter: 1 new, 4 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NCNO | NCINO INC | $59.5M | 25.36% | 3.6M | Trimmed |
| 2 | MLAB | MESA LABS INC | $47.5M | 20.24% | 477,126 | Added |
| 3 | ALKT | ALKAMI TECHNOLOGY INC | $40.6M | 17.29% | 2.2M | Added |
| 4 | CPAY | CORPAY INC | $29.2M | 12.42% | 87,472 | Trimmed |
| 5 | TYL | TYLER TECHNOLOGIES INC | $18.3M | 7.81% | 62,642 | Added |
| 6 | SPSC | SPS COMM INC | $10.3M | 4.41% | 180,912 | New |
| 7 | VEEV | VEEVA SYS INC | $9.4M | 3.99% | 52,738 | Added |
| 8 | TDG | TRANSDIGM GROUP INC | $8.1M | 3.45% | 6,078 | Trimmed |
| 9 | PCOR | PROCORE TECHNOLOGIES INC | $7.2M | 3.06% | 176,896 | Trimmed |
| 10 | IIIV | I3 VERTICALS INC | $4.6M | 1.96% | 215,319 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR