LONG PATH PARTNERS LP

PrivateCIK: 1905112
Location

STAMFORD, CT

10
Positions
$234.64M
Total AUM (reported)
7.14M
Total Shares

Allocation by class

TOTAL AUM$234.64M10 positions
COM$191.53M81.6%
COM SHS$29.15M12.4%
CL A COM$9.36M4.0%
COM CL A$4.60M2.0%

Portfolio Concentration

Top 362.9%4–1037.1%TOP 10100.0%0%100%
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

SOLE
COM
Shares3.64M
TypeSH
Market value$59.50M
25.36%
Sole
3.64M
Shared
0.00
None
0.00

MESA LABS INC

SOLE
COM
Shares477.13K
TypeSH
Market value$47.50M
20.24%
Sole
477.13K
Shared
0.00
None
0.00

ALKAMI TECHNOLOGY INC

SOLE
COM
Shares2.24M
TypeSH
Market value$40.58M
17.29%
Sole
2.24M
Shared
0.00
None
0.00

CORPAY INC

SOLE
COM SHS
Shares87.47K
TypeSH
Market value$29.15M
12.42%
Sole
87.47K
Shared
0.00
None
0.00

TYLER TECHNOLOGIES INC

SOLE
COM
Shares62.64K
TypeSH
Market value$18.32M
7.81%
Sole
62.64K
Shared
0.00
None
0.00

SPS COMM INC

SOLE
COM
Shares180.91K
TypeSH
Market value$10.34M
4.41%
Sole
180.91K
Shared
0.00
None
0.00

VEEVA SYS INC

SOLE
CL A COM
Shares52.74K
TypeSH
Market value$9.36M
3.99%
Sole
52.74K
Shared
0.00
None
0.00

TRANSDIGM GROUP INC

SOLE
COM
Shares6.08K
TypeSH
Market value$8.10M
3.45%
Sole
6.08K
Shared
0.00
None
0.00

PROCORE TECHNOLOGIES INC

SOLE
COM
Shares176.90K
TypeSH
Market value$7.19M
3.06%
Sole
176.90K
Shared
0.00
None
0.00

I3 VERTICALS INC

SOLE
COM CL A
Shares215.32K
TypeSH
Market value$4.60M
1.96%
Sole
215.32K
Shared
0.00
None
0.00