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Hedge Funds Similar to Long Path Partners

13F Portfolio OverlapQ1 2026Long Path Partners portfolio →
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Most similar hedge funds by 13F overlap

Long Path Partners LP is an institutional investor managing $220M across 9 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Long Path Partners are Praesidium Investment Company,, Lead Edge ,, Investment Services of America,, with shared positions in $TYL, $PCOR, $ALKT, $TDG, $NCNO, $VEEV. The full ranking of 8 similar funds is below.

#1Praesidium Investment Management Company, LLCSmart money
Substantial overlap · 4 shared positions
$TYL$PCOR$ALKT$TDG
$419M
12 positions
#2Lead Edge Capital Management, LLCActive
Notable overlap · 3 shared positions
$NCNO$PCOR$VEEV
$408M
12 positions
#3Capital Investment Services of America, Inc.Active
Some overlap · 3 shared positions
$CPAY$TYL$VEEV
$958M
80 positions
#4DF DENT & CO INCPassive
Some overlap · 4 shared positions
$TDG$VEEV$TYL$PCOR
$5.2B
262 positions
#5BROWN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$VEEV$TYL$NCNO
$704M
56 positions
#6AMERICAN CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$VEEV$NCNO$TYL
$1.9B
75 positions
#7Ranger Investment Management, L.P.Active
Some overlap · 3 shared positions
$IIIV$MLAB$NCNO
$1.4B
79 positions
#8GEORGE KAISER FAMILY FOUNDATIONSmart money
Slight overlap · 4 shared positions
$TDG$PCOR$TYL$ALKT
$883M
71 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.