Holdings
Long Path Partners LP
As of Jun 30, 2026, Long Path Partners LP reported 10 positions worth US$235M. Largest: Ncino, Inc., Mesa Laboratories, Inc. and Alkami Technology, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Ncino, Inc. | 3.64M | US$59.5M | −781K | Jun 30, 2026 |
| Mesa Laboratories, Inc. | 477K | US$47.5M | +71,543 | Jun 30, 2026 |
| Alkami Technology, Inc. | 2.24M | US$40.6M | +440K | Jun 30, 2026 |
| Corpay, Inc. | 87,472 | US$29.2M | −823 | Jun 30, 2026 |
| Tyler Technologies, Inc. | 62,642 | US$18.3M | +2,333 | Jun 30, 2026 |
| Sps Commerce, Inc. | 181K | US$10.3M | new | Jun 30, 2026 |
| Veeva Systems Inc. | 52,738 | US$9.36M | +19,829 | Jun 30, 2026 |
| Transdigm Group Inc. | 6,078 | US$8.1M | −400 | Jun 30, 2026 |
| Procore Technologies, Inc. | 177K | US$7.19M | −32,290 | Jun 30, 2026 |
| I3 Verticals, Inc. | 215K | US$4.6M | −604K | Jun 30, 2026 |