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Livermore
Livermore
ZHEN

Long Path Partners LP

SEC CIK
0001905112
Latest filing
Jul 31, 2026

The latest 13F from Long Path Partners LP covers Q2 2026 (filed Jul 31, 2026): 10 long positions worth $234.6M. The top 10 holdings make up 100.0% of the portfolio, and the largest is nCino, Inc. (NCNO) at 25.4%. Livermore has 17 filings on Form 13F from this institution, going back to Q2 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$10.3M
Added
4
Est. +$19.3M
Reduced
5
Est. −$27.8M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. NCNOnCino, Inc.
    25.4%$59.5MHistory
  2. MLABMesa Laboratories Inc
    20.2%$47.5MHistory
  3. ALKTAlkami Technology, Inc.
    17.3%$40.6MHistory
  4. CPAYCorpay, Inc.
    12.4%$29.2MHistory
  5. TYLTyler Technologies Inc
    7.8%$18.3MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. SPSCSPS Commerce Inc
    +$10.3MNewHistory
  2. ALKTAlkami Technology, Inc.
    +$7.98MAddedHistory
  3. MLABMesa Laboratories Inc
    +$7.12MAddedHistory
  4. VEEVVeeva Systems Inc
    +$3.52MAddedHistory
  5. TYLTyler Technologies Inc
    +$682.3KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. ALKTAlkami Technology, Inc.
    +4.49 pp12.8% → 17.3%History
  2. SPSCSPS Commerce Inc
    +4.41 pp0.0% → 4.4%History
  3. MLABMesa Laboratories Inc
    +3.95 pp16.3% → 20.2%History
  4. VEEVVeeva Systems Inc
    +1.36 pp2.6% → 4.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. IIIVi3 Verticals, Inc.
    −$12.9MReducedHistory
  2. NCNOnCino, Inc.
    −$12.8MReducedHistory
  3. PCORProcore Technologies, Inc.
    −$1.31MReducedHistory
  4. TDGTransDigm Group INC
    −$532.8KReducedHistory
  5. CPAYCorpay, Inc.
    −$274.3KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. IIIVi3 Verticals, Inc.
    −6.36 pp8.3% → 2.0%History
  2. NCNOnCino, Inc.
    −4.72 pp30.1% → 25.4%History
  3. PCORProcore Technologies, Inc.
    −2.35 pp5.4% → 3.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$234.6M
+$14.5M (+6.6%) vs. prior quarter
Positions
10
+1 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
12.2%
Q2 2026, one quarter
Average holding period
9.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q2 2022), so positions held before then are understated.

13F filings by quarter

17 quarters, going back to Q2 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $308.6M (Q4 2024)

Q2 2022: $165.0MQ3 2022: $186.6MQ4 2022: $230.1MQ1 2023: $231.8MQ2 2023: $227.4MQ3 2023: $199.6MQ4 2023: $212.3MQ1 2024: $190.0MQ2 2024: $252.3MQ3 2024: $308.3MQ4 2024: $308.6MQ1 2025: $258.7MQ2 2025: $294.6MQ3 2025: $276.6MQ4 2025: $292.4MQ1 2026: $220.1MQ2 2026: $234.6M
Q2 2022Q2 2026
13F filings of Long Path Partners LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 31, 202610$234.6MNCNOMLABALKTvs. Q1 2026SEC
Q1 2026May 14, 20269$220.1MNCNOMLABALKTvs. Q4 2025SEC
Q4 2025Feb 17, 20267$292.4MNCNOALKTCPAYvs. Q3 2025SEC
Q3 2025Nov 14, 20257$276.6MNCNOALKTCPAYvs. Q2 2025SEC
Q2 2025Aug 13, 20256$294.6MNCNOCPAYDCBOvs. Q1 2025SEC
Q1 2025May 14, 202510$258.7MNCNOPCORCPAYvs. Q4 2024SEC
Q4 2024Feb 12, 202511$308.6MNCNOPCORDCBOvs. Q3 2024SEC
Q3 2024Nov 12, 202410$308.3MNCNOCPAYDCBOvs. Q2 2024SEC
Q2 2024Aug 14, 202410$252.3MNCNOCPAYDCBOvs. Q1 2024SEC
Q1 2024May 15, 20249$190.0MCPAYNCNOALKTvs. Q4 2023SEC
Q4 2023Feb 14, 20249$212.3MCPAYCRMALKTvs. Q3 2023SEC
Q3 2023Nov 14, 20239$199.6MALKTCPAYCRMvs. Q2 2023SEC
Q2 2023Aug 14, 202320$227.4MCPAYALKTCRMvs. Q1 2023SEC
Q1 2023May 8, 202315$231.8MCPAYCRMALKTvs. Q4 2022SEC
Q4 2022Feb 10, 202313$230.1MCPAYALKTCRMvs. Q3 2022SEC
Q3 2022Nov 10, 202211$186.6MCPAYALKTCRMvs. Q2 2022SEC
Q2 2022Aug 15, 20228$165.0MCPAYALKTCRM–SEC

13D and 13G filings

Companies where Long Path Partners LP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Long Path Partners LP does not currently report owning 5% or more of any company.

Latest filings

1 filing on file made by Long Path Partners LP or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Long Path Partners LP
CompanyFiled (ET)FormStakeChangeEvent dateFiling
SAMGSilvercrest Asset Management Group Inc.May 2, 20256:56 PM ET13G/A4.80%458.6K shares–Below 5%May 1, 2025SEC