Long Path Partners LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Long Path Partners LP disclosed 6 US equity positions worth $294.6m in its Q2 2025 13F filing. The largest position was NCNO at 45.5% of the reported book, followed by CPAY and DCBO. Against the Q1 2025 filing, it opened 0 new positions, added to 5 and reduced 1 among the top 6 holdings.
What did Long Path Partners LP own in Q2 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NCNO NCINO INC | Technology | 45.5% | $133.9m | 4,787,869 | 61% | added |
| 2 | CPAY CORPAY INC | 15.5% | $45.8m | 138,003 | 42% | added | |
| 3 | DCBO DOCEBO INC | Technology | 11.6% | $34.1m | 1,176,750 | 31% | added |
| 4 | ALKT ALKAMI TECHNOLOGY INC | Technology | 11.0% | $32.5m | 1,078,466 | 57% | added |
| 5 | IIIV I3 VERTICALS INC | 9.7% | $28.6m | 1,039,847 | 4% | added | |
| 6 | PCOR PROCORE TECHNOLOGIES INC | Technology | 6.7% | $19.7m | 288,280 | -45% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.