Long Path Partners LP
- SEC CIK
- 0001905112
- Latest filing
- Jul 31, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 31, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 10
- +1 vs. Q1 2026
- Portfolio value
- $234.6M
- +$14.5M (+6.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IIIVi3 Verticals, Inc. | COM CL A | 215,319 | $4.60M | 2.0% | −604,306−73.7% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 176,896 | $7.19M | 3.1% | −32,290−15.4% | Reduced | History |
| TDGTransDigm Group INC | COM | 6,078 | $8.10M | 3.5% | −400−6.2% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 52,738 | $9.36M | 4.0% | +19,829+60.3% | Added | History |
| SPSCSPS Commerce Inc | COM | 180,912 | $10.3M | 4.4% | +180,912 | New | History |
| TYLTyler Technologies Inc | COM | 62,642 | $18.3M | 7.8% | +2,333+3.9% | Added | History |
| CPAYCorpay, Inc. | COM SHS | 87,472 | $29.2M | 12.4% | −823−0.9% | Reduced | History |
| ALKTAlkami Technology, Inc. | Stock | 2,239,524 | $40.6M | 17.3% | +440,308+24.5% | Added | History |
| MLABMesa Laboratories Inc | COM | 477,126 | $47.5M | 20.2% | +71,543+17.6% | Added | History |
| NCNOnCino, Inc. | COM | 3,639,442 | $59.5M | 25.4% | −780,503−17.7% | Reduced | History |