Long Path Partners LP — 13F Holdings & Portfolio
CIK 1905112 · latest 13F-HR filed 2026-05-14
Long Path Partners LP manages $220.1M in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NCNO (30.08%), MLAB (16.29%), ALKT (12.81%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 1, added to 1, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$220.1M
Long-equity book
9
Distinct positions
2026-03-31
Filed 2026-05-14
+3 / −1 / ↑1 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- ALKAMI TECHNOLOGY INC-$44.3M -61.1%
- NCINO INC-$27.8M -29.6%
- CORPAY INC-$15.0M -36.8%
- I3 VERTICALS INC-$9.2M -33.5%
- PROCORE TECHNOLOGIES INC-$6.3M -34.6%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NCINO INC | NCNO | 63947X101 | $66.2M | 30.08% | 4,419,945 | SH |
| 2 | MESA LABS INC | MLAB | 59064R109 | $35.9M | 16.29% | 405,583 | SH |
| 3 | ALKAMI TECHNOLOGY INC | ALKT | 01644J108 | $28.2M | 12.81% | 1,799,216 | SH |
| 4 | CORPAY INC | CPAY | 219948106 | $25.7M | 11.67% | 88,295 | SH |
| 5 | TYLER TECHNOLOGIES INC | TYL | 902252105 | $20.6M | 9.38% | 60,309 | SH |
| 6 | I3 VERTICALS INC | IIIV | 46571Y107 | $18.3M | 8.32% | 819,625 | SH |
| 7 | PROCORE TECHNOLOGIES INC | PCOR | 74275K108 | $11.9M | 5.42% | 209,186 | SH |
| 8 | TRANSDIGM GROUP INC | TDG | 893641100 | $7.5M | 3.41% | 6,478 | SH |
| 9 | VEEVA SYS INC | VEEV | 922475108 | $5.8M | 2.63% | 32,909 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $220.1M | 9 | 0000919574-26-003080 |
| 2025-12-31 | 2026-02-17 | $292.4M | 7 | 0000919574-26-000992 |
| 2025-09-30 | 2025-11-14 | $276.6M | 7 | 0000919574-25-006895 |