Long Path Partners LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1905112) · Explore on the interactive board
Long Path Partners LP disclosed 10 US equity positions worth $234.6m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed July 31, 2026). Its largest position is NCNO at 25.4% of the reported book, followed by MLAB, ALKT. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 6 equal-weight positions. Versus the prior filing it opened 1 new position, added to 4, reduced 5 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Long Path Partners LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 1 new, 4 added, 5 reduced, 0 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | NCNO NCINO INC | Technology | 25.4% | $59.5m | 3,639,442 | -18% | reduced |
| 2 | MLAB MESA LABS INC | Technology | 20.2% | $47.5m | 477,126 | 18% | added |
| 3 | ALKT ALKAMI TECHNOLOGY INC | Technology | 17.3% | $40.6m | 2,239,524 | 24% | added |
| 4 | CPAY CORPAY INC | Technology | 12.4% | $29.2m | 87,472 | -1% | reduced |
| 5 | TYL TYLER TECHNOLOGIES INC | Technology | 7.8% | $18.3m | 62,642 | 4% | added |
| 6 | SPSC SPS COMM INC | Technology | 4.4% | $10.3m | 180,912 | – | new |
| 7 | VEEV VEEVA SYS INC | Healthcare | 4.0% | $9.4m | 52,738 | 60% | added |
| 8 | TDG TRANSDIGM GROUP INC | Industrials | 3.5% | $8.1m | 6,078 | -6% | reduced |
| 9 | PCOR PROCORE TECHNOLOGIES INC | Technology | 3.1% | $7.2m | 176,896 | -15% | reduced |
| 10 | IIIV I3 VERTICALS INC | 2.0% | $4.6m | 215,319 | -74% | reduced |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 90.6% |
| Healthcare | 4.0% |
| Industrials | 3.5% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Long Path Partners LP's portfolio?
Across every quarter Long Path Partners LP has filed, its median largest position is 27.7% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).