Long Path Partners LP
- SEC CIK
- 0001905112
- Latest filing
- Jul 31, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 20
- +5 vs. Q1 2023
- Portfolio value
- $227.4M
- −$4.43M (−1.9%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MCOMoodys Corp | Stock | 757 | $263.2K | 0.1% | +757 | New | History |
| VVisa Inc. | Stock | 1,325 | $314.7K | 0.1% | +1,325 | New | History |
| MAMastercard Inc | Stock | 803 | $315.8K | 0.1% | +803 | New | History |
| ADSKAutodesk, Inc. | COM | 1,660 | $339.7K | 0.1% | +1,660 | New | History |
| PCORProcore Technologies, Inc. | COM | 6,824 | $444.0K | 0.2% | +3,268+91.9% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 1,970 | $445.3K | 0.2% | +1,970 | New | History |
| QTWOQ2 Holdings, Inc. | COM | 18,632 | $575.7K | 0.3% | +8,893+91.3% | Added | History |
| NOWServiceNow, Inc. | Stock | 1,060 | $595.7K | 0.3% | −49,931−97.9% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 8,502 | $646.8K | 0.3% | +4,667+121.7% | Added | History |
| APPFAppfolio Inc | COM CL A | 3,804 | $654.8K | 0.3% | −19,463−83.7% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 7,188 | $812.8K | 0.4% | +3,026+72.7% | Added | History |
| LBRDALiberty Broadband Corp | COM SER A | 24,054 | $1.92M | 0.8% | −997−4.0% | Reduced | History |
| TDGTransDigm Group INC | COM | 9,181 | $8.21M | 3.6% | −1,383−13.1% | Reduced | History |
| NCNOnCino, Inc. | COM | 384,704 | $11.6M | 5.1% | −9,141−2.3% | Reduced | History |
| SAMGSilvercrest Asset Management Group Inc. | CL A | 700,265 | $14.2M | 6.2% | +17,518+2.6% | Added | History |
| DCBODocebo Inc. | COM | 590,340 | $23.3M | 10.2% | 00.0% | Unchanged | History |
| LBRDKLiberty Broadband Corp | COM SER C | 342,490 | $27.4M | 12.1% | −12,950−3.6% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 170,211 | $36.0M | 15.8% | −25,667−13.1% | Reduced | History |
| ALKTAlkami Technology, Inc. | Stock | 2,885,700 | $47.3M | 20.8% | +270,965+10.4% | Added | History |
| CPAYCorpay, Inc. | COM | 207,461 | $52.1M | 22.9% | −13,756−6.2% | Reduced | History |