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Hedge Funds Similar to Long Path Partners

13F Portfolio OverlapQ2 2026Long Path Partners portfolio →
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Most similar hedge funds by 13F overlap

Long Path Partners LP is an institutional investor managing $235M across 10 U.S. equity positions as of Q2 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, CYPRESS POINT INVESTMENT, with shared positions in $TYL, $ALKT, $TDG, $PCOR, $NCNO, $VEEV. The full ranking of 7 similar funds is below.

#1Praesidium Investment Management Company, LLCSmart money
Substantial overlap · 4 shared positions
$TYL$ALKT$TDG$PCOR
$214M
12 positions
#2Lead Edge Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$NCNO$VEEV$PCOR
$550M
12 positions
#3CYPRESS POINT INVESTMENT MANAGEMENT LPActive
Notable overlap · 4 shared positions
$ALKT$PCOR$NCNO$VEEV
$552M
33 positions
#4Capital Investment Services of America, Inc.Active
Some overlap · 3 shared positions
$CPAY$VEEV$TYL
$1.0B
83 positions
#5BROWN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$VEEV$TYL$NCNO
$500M
54 positions
#6AMERICAN CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$NCNO$VEEV$TYL
$2.2B
80 positions
#7GEORGE KAISER FAMILY FOUNDATIONSmart money
Slight overlap · 4 shared positions
$TDG$PCOR$TYL$ALKT
$1.0B
105 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.