Long Path Partners LP
10 holdingsFiling period: 2026-06-30Current AUM: $284.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NCNO | Ncino Inc | 3.64M | $59.5M | $78.6M | 27.62% | -780,503 | 2026-06-30 |
| 2 | MLAB | Mesa Labs Inc | 477.1K | $47.5M | $59.7M | 20.98% | +71.5K | 2026-06-30 |
| 3 | ALKT | Alkami Technology Inc | 2.24M | $40.6M | $32.8M | 11.54% | +440.3K | 2026-06-30 |
| 4 | CPAY | Corpay Inc | 87.5K | $29.2M | $35.7M | 12.55% | -823 | 2026-06-30 |
| 5 | TYL | Tyler Technologies Inc | 62.6K | $18.3M | $23.6M | 8.30% | +2.3K | 2026-06-30 |
| 6 | SPSC | Sps Comm Inc | 180.9K | $10.3M | $15.9M | 5.59% | -- | 2026-06-30 |
| 7 | VEEV | Veeva Sys Inc | 52.7K | $9.4M | $16.8M | 5.91% | +19.8K | 2026-06-30 |
| 8 | TDG | Transdigm Group Inc | 6.1K | $8.1M | $6.9M | 2.44% | -400 | 2026-06-30 |
| 9 | PCOR | Procore Technologies Inc | 176.9K | $7.2M | $10.7M | 3.77% | -32,290 | 2026-06-30 |
| 10 | IIIV | I3 Verticals Inc | 215.3K | $4.6M | $3.7M | 1.29% | -604,306 | 2026-06-30 |
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