Long Path Partners LP
Top Portfolio Positions
9 positions ·
$220,146,648 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NCNO |
nCino, Inc.
Technology
|
4,419,945 | $66,210,776 | 30.08% | |
| MLAB |
Mesa Laboratories Inc /Co/
Technology
|
405,583 | $35,861,648 | 16.29% | |
| ALKT |
Alkami Technology, Inc.
Technology
|
1,799,216 | $28,193,714 | 12.81% | |
| CPAY |
Corpay, Inc.
Technology
|
88,295 | $25,692,962 | 11.67% | |
| TYL |
Tyler Technologies Inc
Technology
|
60,309 | $20,648,595 | 9.38% | |
| IIIV |
i3 Verticals, Inc.
Technology
|
819,625 | $18,326,815 | 8.32% | |
| PCOR |
Procore Technologies, Inc.
Technology
|
209,186 | $11,923,602 | 5.42% | |
| TDG |
TransDigm Group INC
Industrials
|
6,478 | $7,507,742 | 3.41% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
32,909 | $5,780,794 | 2.63% |
Portfolio Trend
16 quarters · across all stocks
Holdings in DCBO
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $21,646,953 | 975,088 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,745,088 | 1,015,188 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $34,055,145 | 1,176,750 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $25,884,189 | 901,574 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $33,132,262 | 740,055 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $32,323,415 | 731,299 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $26,510,880 | 686,277 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,432,961 | 396,753 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,827,841 | 513,184 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,329,964 | 551,085 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,277,106 | 590,340 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,050,451 | 590,340 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $20,933,311 | 631,663 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,398,750 | 347,973 | Shares | Sole | 2022-11-10 | |
| No 13F history on record for this holder in this stock. | ||||||