Filed: 7/31/2026ACC: 0000919574-26-004718
📋 What this filing means
LONG PATH PARTNERS LP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $234.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$234.64M
Total AUM (reported)
7.14M
Total Shares
Allocation by class
COM$191.53M81.6%
COM SHS$29.15M12.4%
CL A COM$9.36M4.0%
COM CL A$4.60M2.0%
Portfolio Concentration
Top 3$147.58M62.9%
4–10$87.06M37.1%
Top 3 weight
62.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.14M
Sole
Full voting authority
7.14M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
NCINO INC
SOLEShares3.64M
TypeSH
Market value$59.50M
25.36%
Sole
3.64M
Shared
0.00
None
0.00
MESA LABS INC
SOLEShares477.13K
TypeSH
Market value$47.50M
20.24%
Sole
477.13K
Shared
0.00
None
0.00
ALKAMI TECHNOLOGY INC
SOLEShares2.24M
TypeSH
Market value$40.58M
17.29%
Sole
2.24M
Shared
0.00
None
0.00
CORPAY INC
SOLEShares87.47K
TypeSH
Market value$29.15M
12.42%
Sole
87.47K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares62.64K
TypeSH
Market value$18.32M
7.81%
Sole
62.64K
Shared
0.00
None
0.00
SPS COMM INC
SOLEShares180.91K
TypeSH
Market value$10.34M
4.41%
Sole
180.91K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares52.74K
TypeSH
Market value$9.36M
3.99%
Sole
52.74K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares6.08K
TypeSH
Market value$8.10M
3.45%
Sole
6.08K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares176.90K
TypeSH
Market value$7.19M
3.06%
Sole
176.90K
Shared
0.00
None
0.00
I3 VERTICALS INC
SOLEShares215.32K
TypeSH
Market value$4.60M
1.96%
Sole
215.32K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NCINO INCSOLE | COM | 3.64M | SH | $59.50M 25.36% | 3.64M | 0.00 | 0.00 |
MESA LABS INCSOLE | COM | 477.13K | SH | $47.50M 20.24% | 477.13K | 0.00 | 0.00 |
ALKAMI TECHNOLOGY INCSOLE | COM | 2.24M | SH | $40.58M 17.29% | 2.24M | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 87.47K | SH | $29.15M 12.42% | 87.47K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 62.64K | SH | $18.32M 7.81% | 62.64K | 0.00 | 0.00 |
SPS COMM INCSOLE | COM | 180.91K | SH | $10.34M 4.41% | 180.91K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 52.74K | SH | $9.36M 3.99% | 52.74K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 6.08K | SH | $8.10M 3.45% | 6.08K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 176.90K | SH | $7.19M 3.06% | 176.90K | 0.00 | 0.00 |
I3 VERTICALS INCSOLE | COM CL A | 215.32K | SH | $4.60M 1.96% | 215.32K | 0.00 | 0.00 |