Long Path Partners LP
- SEC CIK
- 0001905112
- Latest filing
- Jul 31, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 10
- +1 vs. Q1 2024
- Portfolio value
- $252.3M
- +$62.3M (+32.8%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NCNOnCino, Inc. | COM | 2,590,135 | $81.5M | 32.3% | +1,558,529+151.1% | Added | History |
| CPAYCorpay, Inc. | COM SHS | 140,660 | $37.5M | 14.9% | +3,209+2.3% | Added | History |
| DCBODocebo Inc. | COM | 686,277 | $26.5M | 10.5% | +289,524+73.0% | Added | History |
| PCORProcore Technologies, Inc. | COM | 338,503 | $22.4M | 8.9% | +276,721+447.9% | Added | History |
| ALKTAlkami Technology, Inc. | Stock | 702,489 | $20.0M | 7.9% | −510,587−42.1% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 76,894 | $19.8M | 7.8% | −3,135−3.9% | Reduced | History |
| LBRDKLiberty Broadband Corp | COM SER C | 300,730 | $16.5M | 6.5% | −11,579−3.7% | Reduced | History |
| SAMGSilvercrest Asset Management Group Inc. | CL A | 940,798 | $14.7M | 5.8% | +180,627+23.8% | Added | History |
| IIIVi3 Verticals, Inc. | COM CL A | 577,706 | $12.8M | 5.1% | +577,706 | New | History |
| LBRDALiberty Broadband Corp | COM SER A | 12,973 | $708.3K | 0.3% | 00.0% | Unchanged | History |