Long Path Partners LP
- SEC CIK
- 0001905112
- Latest filing
- Jul 31, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 12, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 10
- 0 vs. Q2 2024
- Portfolio value
- $308.3M
- +$56.0M (+22.2%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NCNOnCino, Inc. | COM | 3,721,406 | $117.6M | 38.1% | +1,131,271+43.7% | Added | History |
| CPAYCorpay, Inc. | COM SHS | 135,972 | $42.5M | 13.8% | −4,688−3.3% | Reduced | History |
| DCBODocebo Inc. | COM | 731,299 | $32.3M | 10.5% | +45,022+6.6% | Added | History |
| CRMSalesforce, Inc. | Stock | 100,827 | $27.6M | 9.0% | +23,933+31.1% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 290,449 | $22.4M | 7.3% | −10,281−3.4% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 358,050 | $22.1M | 7.2% | +19,547+5.8% | Added | History |
| IIIVi3 Verticals, Inc. | COM CL A | 933,098 | $19.9M | 6.5% | +355,392+61.5% | Added | History |
| SAMGSilvercrest Asset Management Group Inc. | CL A | 940,798 | $16.2M | 5.3% | 00.0% | Unchanged | History |
| ALKTAlkami Technology, Inc. | Stock | 210,748 | $6.65M | 2.2% | −491,741−70.0% | Reduced | History |
| LBRDALiberty Broadband Corp | COM SER A | 12,337 | $947.7K | 0.3% | −636−4.9% | Reduced | History |