Long Path Partners LP

CIK

1905112

Location

Stamford, CT

Portfolio Value

Small $220,146,648

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,656 / 8,232 ▼ 322

Top Industry

Software - Application 57.7%

3Y Alpha vs SPY

-22.5%

Period ended 2 months ago

Filed May 14, 2026 · 30d

16 quarters · since Jun 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-4.8%

SPY

+76.5%

Annualised alpha

-22.5%

Max drawdown

−51.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

30.1%

−2.1 pts

Top 5

80.2%

−7.4 pts

Top 10

100.0%

0.0 pts

HHI

1,675

Moderately concentrated−385

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	94.0%	$206,858,112	7
Industrials	3.4%	$7,507,742	1
Healthcare	2.6%	$5,780,794	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
NCNO	nCino, Inc.	+753,723	4,419,945	$66,210,776
MLAB	Mesa Laboratories Inc /Co/	+178,360	405,583	$35,861,648
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
ALKT	Alkami Technology, Inc.	−1,341,899	1,799,216	$28,193,714
IIIV	i3 Verticals, Inc.	−273,793	819,625	$18,326,815
CPAY	Corpay, Inc.	−46,849	88,295	$25,692,962
PCOR	Procore Technologies, Inc.	−41,646	209,186	$11,923,602
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
TYL	Tyler Technologies Inc	60,309	$20,648,595
TDG	TransDigm Group INC	6,478	$7,507,742
VEEV	Veeva Systems Inc	32,909	$5,780,794
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
DCBO	Docebo Inc.	975,088	$21,646,953
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $220,146,648 total · as of Mar 31, 2026

All sectors Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NCNO	nCino, Inc. Technology	Added	4,419,945	+753,723	$66,210,776	−29.6%	30.08%
MLAB	Mesa Laboratories Inc /Co/ Technology	Added	405,583	+178,360	$35,861,648	+101.1%	16.29%
ALKT	Alkami Technology, Inc. Technology	Reduced	1,799,216	-1,341,899	$28,193,714	−61.1%	12.81%
CPAY	Corpay, Inc. Technology	Reduced	88,295	-46,849	$25,692,962	−36.8%	11.67%
TYL	Tyler Technologies Inc Technology	NEW	60,309	NEW	$20,648,595	NEW	9.38%
IIIV	i3 Verticals, Inc. Technology	Reduced	819,625	-273,793	$18,326,815	−33.5%	8.32%
PCOR	Procore Technologies, Inc. Technology	Reduced	209,186	-41,646	$11,923,602	−34.6%	5.42%
TDG	TransDigm Group INC Industrials	NEW	6,478	NEW	$7,507,742	NEW	3.41%
VEEV	Veeva Systems Inc Healthcare	NEW	32,909	NEW	$5,780,794	NEW	2.63%