Long Path Partners LP
- SEC CIK
- 0001905112
- Latest filing
- Jul 31, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 9
- +2 vs. Q4 2025
- Portfolio value
- $220.1M
- −$72.3M (−24.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VEEVVeeva Systems Inc | Stock | 32,909 | $5.78M | 2.6% | +32,909 | New | History |
| TDGTransDigm Group INC | COM | 6,478 | $7.51M | 3.4% | +6,478 | New | History |
| PCORProcore Technologies, Inc. | COM | 209,186 | $11.9M | 5.4% | −41,646−16.6% | Reduced | History |
| IIIVi3 Verticals, Inc. | COM CL A | 819,625 | $18.3M | 8.3% | −273,793−25.0% | Reduced | History |
| TYLTyler Technologies Inc | COM | 60,309 | $20.6M | 9.4% | +60,309 | New | History |
| CPAYCorpay, Inc. | COM SHS | 88,295 | $25.7M | 11.7% | −46,849−34.7% | Reduced | History |
| ALKTAlkami Technology, Inc. | Stock | 1,799,216 | $28.2M | 12.8% | −1,341,899−42.7% | Reduced | History |
| MLABMesa Laboratories Inc | COM | 405,583 | $35.9M | 16.3% | +178,360+78.5% | Added | History |
| NCNOnCino, Inc. | COM | 4,419,945 | $66.2M | 30.1% | +753,723+20.6% | Added | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.