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 MLAB
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,861,648 | 405,583 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,837,005 | 227,223 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||