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Long Path Partners LP

SEC CIK
0001905112
Latest filing
Jul 31, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only.

Institution overview
Positions
8
No filing for Q1 2022
Portfolio value
$165.0M
No filing for Q1 2022
Filed
Aug 15, 2022
SEC

Long Path Partners LP did not file a 13F for Q1 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Long Path Partners LP in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
CPAYCorpay, Inc.COM201,897$42.4M25.7%––History
ALKTAlkami Technology, Inc.Stock3,004,094$41.7M25.3%––History
CRMSalesforce, Inc.Stock173,984$28.7M17.4%––History
TDGTransDigm Group INCCOM30,450$16.3M9.9%––History
ZENZendesk, Inc.COM197,269$14.6M8.9%––History
LBRDKLiberty Broadband CorpCOM SER C92,463$10.7M6.5%––History
SAMGSilvercrest Asset Management Group Inc.CL A406,064$6.66M4.0%––History
LBRDALiberty Broadband CorpCOM SER A33,521$3.81M2.3%––History