Long Path Partners LP
- SEC CIK
- 0001905112
- Latest filing
- Jul 31, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 7
- 0 vs. Q3 2025
- Portfolio value
- $292.4M
- +$15.8M (+5.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NCNOnCino, Inc. | COM | 3,666,222 | $94.0M | 32.1% | +300,221+8.9% | Added | History |
| ALKTAlkami Technology, Inc. | Stock | 3,141,115 | $72.5M | 24.8% | +572,292+22.3% | Added | History |
| CPAYCorpay, Inc. | COM SHS | 135,144 | $40.7M | 13.9% | −820−0.6% | Reduced | History |
| IIIVi3 Verticals, Inc. | COM CL A | 1,093,418 | $27.5M | 9.4% | +53,571+5.2% | Added | History |
| DCBODocebo Inc. | COM | 975,088 | $21.6M | 7.4% | −40,100−4.0% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 250,832 | $18.2M | 6.2% | −28,315−10.1% | Reduced | History |
| MLABMesa Laboratories Inc | COM | 227,223 | $17.8M | 6.1% | +227,223 | New | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | 2,135 | $516.6K | 0.2% | – |