Filed: 5/14/2026ACC: 0000919574-26-003080
📋 What this filing means
LONG PATH PARTNERS LP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $220.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$220.15M
Total AUM (reported)
7.84M
Total Shares
Allocation by class
COM$170.35M77.4%
COM SHS$25.69M11.7%
COM CL A$18.33M8.3%
CL A COM$5.78M2.6%
Portfolio Concentration
Top 3$130.27M59.2%
4–10$89.88M40.8%
Top 3 weight
59.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.84M
Sole
Full voting authority
7.84M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
NCINO INC
SOLEShares4.42M
TypeSH
Market value$66.21M
30.08%
Sole
4.42M
Shared
0.00
None
0.00
MESA LABS INC
SOLEShares405.58K
TypeSH
Market value$35.86M
16.29%
Sole
405.58K
Shared
0.00
None
0.00
ALKAMI TECHNOLOGY INC
SOLEShares1.80M
TypeSH
Market value$28.19M
12.81%
Sole
1.80M
Shared
0.00
None
0.00
CORPAY INC
SOLEShares88.30K
TypeSH
Market value$25.69M
11.67%
Sole
88.30K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares60.31K
TypeSH
Market value$20.65M
9.38%
Sole
60.31K
Shared
0.00
None
0.00
I3 VERTICALS INC
SOLEShares819.63K
TypeSH
Market value$18.33M
8.32%
Sole
819.63K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares209.19K
TypeSH
Market value$11.92M
5.42%
Sole
209.19K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares6.48K
TypeSH
Market value$7.51M
3.41%
Sole
6.48K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares32.91K
TypeSH
Market value$5.78M
2.63%
Sole
32.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NCINO INCSOLE | COM | 4.42M | SH | $66.21M 30.08% | 4.42M | 0.00 | 0.00 |
MESA LABS INCSOLE | COM | 405.58K | SH | $35.86M 16.29% | 405.58K | 0.00 | 0.00 |
ALKAMI TECHNOLOGY INCSOLE | COM | 1.80M | SH | $28.19M 12.81% | 1.80M | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 88.30K | SH | $25.69M 11.67% | 88.30K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 60.31K | SH | $20.65M 9.38% | 60.31K | 0.00 | 0.00 |
I3 VERTICALS INCSOLE | COM CL A | 819.63K | SH | $18.33M 8.32% | 819.63K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 209.19K | SH | $11.92M 5.42% | 209.19K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 6.48K | SH | $7.51M 3.41% | 6.48K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 32.91K | SH | $5.78M 2.63% | 32.91K | 0.00 | 0.00 |