Long Path Partners LP reported 10 holdings worth US$235M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
Long Path Partners LP reported 10 holdings worth US$235M as of Jun 30, 2026. Largest: Ncino, Inc., Mesa Laboratories, Inc. and Alkami Technology, Inc. Filed Jul 31, 2026 (Form 13F).
- Holdings
- 10
- Value as reported
- US$235M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Ncino, Inc. | 3.64M | US$59.5M | 25.4% |
| Mesa Laboratories, Inc. | 477K | US$47.5M | 20.2% |
| Alkami Technology, Inc. | 2.24M | US$40.6M | 17.3% |
| Corpay, Inc. | 87,472 | US$29.2M | 12.4% |
| Tyler Technologies, Inc. | 62,642 | US$18.3M | 7.8% |
| Sps Commerce, Inc. | 181K | US$10.3M | 4.4% |
| Veeva Systems Inc. | 52,738 | US$9.36M | 4.0% |
| Transdigm Group Inc. | 6,078 | US$8.1M | 3.5% |
| Procore Technologies, Inc. | 177K | US$7.19M | 3.1% |
| I3 Verticals, Inc. | 215K | US$4.6M | 2.0% |