LONG PATH PARTNERS LP

PrivateCIK: 1905112
Location

STAMFORD, CT

9
Positions
$220.15M
Total AUM (reported)
7.84M
Total Shares

Allocation by class

TOTAL AUM$220.15M9 positions
COM$170.35M77.4%
COM SHS$25.69M11.7%
COM CL A$18.33M8.3%
CL A COM$5.78M2.6%

Portfolio Concentration

Top 359.2%4–1040.8%TOP 10100.0%0%100%
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

SOLE
COM
Shares4.42M
TypeSH
Market value$66.21M
30.08%
Sole
4.42M
Shared
0.00
None
0.00

MESA LABS INC

SOLE
COM
Shares405.58K
TypeSH
Market value$35.86M
16.29%
Sole
405.58K
Shared
0.00
None
0.00

ALKAMI TECHNOLOGY INC

SOLE
COM
Shares1.80M
TypeSH
Market value$28.19M
12.81%
Sole
1.80M
Shared
0.00
None
0.00

CORPAY INC

SOLE
COM SHS
Shares88.30K
TypeSH
Market value$25.69M
11.67%
Sole
88.30K
Shared
0.00
None
0.00

TYLER TECHNOLOGIES INC

SOLE
COM
Shares60.31K
TypeSH
Market value$20.65M
9.38%
Sole
60.31K
Shared
0.00
None
0.00

I3 VERTICALS INC

SOLE
COM CL A
Shares819.63K
TypeSH
Market value$18.33M
8.32%
Sole
819.63K
Shared
0.00
None
0.00

PROCORE TECHNOLOGIES INC

SOLE
COM
Shares209.19K
TypeSH
Market value$11.92M
5.42%
Sole
209.19K
Shared
0.00
None
0.00

TRANSDIGM GROUP INC

SOLE
COM
Shares6.48K
TypeSH
Market value$7.51M
3.41%
Sole
6.48K
Shared
0.00
None
0.00

VEEVA SYS INC

SOLE
CL A COM
Shares32.91K
TypeSH
Market value$5.78M
2.63%
Sole
32.91K
Shared
0.00
None
0.00