Long Path Partners LP
CIK: 0001905112SEC EDGAR →
Portfolio Value
$292.4M
Holdings
7
As of
Q4 2025
New Positions
7
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NCINO INC | 3,666,222 | $94.0M | 32.15% |
| 2 | ALKAMI TECHNOLOGY INC | 3,141,115 | $72.5M | 24.78% |
| 3 | CORPAY INC | 135,144 | $40.7M | 13.91% |
| 4 | I3 VERTICALS INC | 1,093,418 | $27.5M | 9.42% |
| 5 | DOCEBO INC | 975,088 | $21.6M | 7.40% |
| 6 | PROCORE TECHNOLOGIES INC | 250,832 | $18.2M | 6.24% |
| 7 | MESA LABS INC | 227,223 | $17.8M | 6.10% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 7 | $292.4M | 100.0% |