Long Path Partners LP
13F Reported Value
ⓘ$220.1M
Holdings
9
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Long Path Partners LP disclosed 9 positions worth $220.1M in its Form 13F-HR for Q1 2026, led by $NCNO (nCino, Inc.) at 30.1% of the equity portfolio, followed by $MLAB and $ALKT. During the quarter the fund opened 3 new positions and exited 1 — including a new stake in $TYL and a full exit from $DCBO. The portfolio is most concentrated in Technology (84.9% of disclosed assets). All figures are sourced directly from Long Path Partners LP’s Form 13F-HR filing with the SEC under CIK 1905112.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 53.7#1,264
Quality
$66.2M4,419,945 sh - 57.9#1,016
Quality
$35.9M405,583 sh - 46.1#1,685
Quality
$28.2M1,799,216 sh - 67.1
Quality
$25.7M88,295 sh - 69.3
Quality
$20.6M60,309 sh - 46.1
Quality
$18.3M819,625 sh - 51.8
Quality
$11.9M209,186 sh - 75.4
Quality
$7.5M6,478 sh - 77.8
Quality
$5.8M32,909 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 nCino, Inc.$NCNO | 53.7#1,264 | $66.2M | 4,419,945 |
 MESA LABORATORIES INC /CO/$MLAB | 57.9#1,016 | $35.9M | 405,583 |
 ALKAMI TECHNOLOGY, INC.$ALKT | 46.1#1,685 | $28.2M | 1,799,216 |
 CORPAY, INC.$CPAY | 67.1 | $25.7M | 88,295 |
 TYLER TECHNOLOGIES INC$TYL | 69.3 | $20.6M | 60,309 |
 i3 Verticals, Inc.$IIIV | 46.1 | $18.3M | 819,625 |
 PROCORE TECHNOLOGIES, INC.$PCOR | 51.8 | $11.9M | 209,186 |
 TransDigm Group INC$TDG | 75.4 | $7.5M | 6,478 |
 VEEVA SYSTEMS INC$VEEV | 77.8 | $5.8M | 32,909 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Long Path Partners LP's 9 positions.
Showing top 9 of 9 holdings.
Sector Allocation
Technology
$186.9M
Industrials
$33.2M
Full Holdings — Long Path Partners LP (Q1 2026)
All 9 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NCNO | nCino, Inc. | $66.2M | 30.1% | +21% | 53.7 |
| 2 | $MLAB | MESA LABORATORIES INC /CO/ | $35.9M | 16.3% | +78% | 57.9 |
| 3 | $ALKT | ALKAMI TECHNOLOGY, INC. | $28.2M | 12.8% | -43% | 46.1 |
| 4 | $CPAY | CORPAY, INC. | $25.7M | 11.7% | -35% | 67.1 |
| 5 | $TYL | TYLER TECHNOLOGIES INC | $20.6M | 9.4% | NEW | 69.3 |
| 6 | $IIIV | i3 Verticals, Inc. | $18.3M | 8.3% | -25% | 46.1 |
| 7 | $PCOR | PROCORE TECHNOLOGIES, INC. | $11.9M | 5.4% | -17% | 51.8 |
| 8 | $TDG | TransDigm Group INC | $7.5M | 3.4% | NEW | 75.4 |
| 9 | $VEEV | VEEVA SYSTEMS INC | $5.8M | 2.6% | NEW | 77.8 |
New Positions (3)
Exited Positions (1)
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