Long Path Partners LP
9 holdingsFiling period: 2026-03-31Current AUM: $251.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NCNO | NCINO INC | 4.42M | $66.2M | $81.6M | 32.49% | +753.7K | 2026-03-31 |
| 2 | MLAB | MESA LABS INC | 405.6K | $35.9M | $40.9M | 16.28% | +178.4K | 2026-03-31 |
| 3 | ALKT | ALKAMI TECHNOLOGY INC | 1.80M | $28.2M | $32.7M | 13.02% | -1,341,899 | 2026-03-31 |
| 4 | CPAY | CORPAY INC | 88.3K | $25.7M | $33.7M | 13.43% | -46,849 | 2026-03-31 |
| 5 | TYL | TYLER TECHNOLOGIES INC | 60.3K | $20.6M | $18.7M | 7.44% | -- | 2026-03-31 |
| 6 | IIIV | I3 VERTICALS INC | 819.6K | $18.3M | $17.3M | 6.87% | -273,793 | 2026-03-31 |
| 7 | PCOR | PROCORE TECHNOLOGIES INC | 209.2K | $11.9M | $11.5M | 4.56% | -41,646 | 2026-03-31 |
| 8 | TDG | TRANSDIGM GROUP INC | 6.5K | $7.5M | $8.1M | 3.24% | -- | 2026-03-31 |
| 9 | VEEV | VEEVA SYS INC | 32.9K | $5.8M | $6.7M | 2.67% | -- | 2026-03-31 |
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