Long Path Partners LP
- SEC CIK
- 0001905112
- Latest filing
- Jul 31, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 10, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 11
- +3 vs. Q2 2022
- Portfolio value
- $186.6M
- +$21.6M (+13.1%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ZENZendesk, Inc. | COM | 3,984 | $303.0K | 0.2% | −193,285−98.0% | Reduced | History |
| LBRDALiberty Broadband Corp | COM SER A | 33,521 | $2.50M | 1.3% | 00.0% | Unchanged | History |
| SAMGSilvercrest Asset Management Group Inc. | CL A | 521,477 | $8.53M | 4.6% | +115,413+28.4% | Added | History |
| DCBODocebo Inc. | COM | 347,973 | $9.40M | 5.0% | +347,973 | New | History |
| LBRDKLiberty Broadband Corp | COM SER C | 128,939 | $9.52M | 5.1% | +36,476+39.4% | Added | History |
| COUPCoupa Software Inc | COM | 250,232 | $14.7M | 7.9% | +250,232 | New | History |
| APPFAppfolio Inc | COM CL A | 173,558 | $18.2M | 9.7% | +173,558 | New | History |
| TDGTransDigm Group INC | COM | 38,706 | $20.3M | 10.9% | +8,256+27.1% | Added | History |
| CRMSalesforce, Inc. | Stock | 202,816 | $29.2M | 15.6% | +28,832+16.6% | Added | History |
| ALKTAlkami Technology, Inc. | Stock | 2,408,935 | $36.3M | 19.4% | −595,159−19.8% | Reduced | History |
| CPAYCorpay, Inc. | COM | 214,243 | $37.7M | 20.2% | +12,346+6.1% | Added | History |