Long Path Partners LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Long Path Partners LP disclosed 7 US equity positions worth $276.6m in its Q3 2025 13F filing. The largest position was NCNO at 33.0% of the reported book, followed by ALKT and CPAY. Against the Q2 2025 filing, it opened 1 new position, added to 1 and reduced 4 among the top 7 holdings.
What did Long Path Partners LP own in Q3 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NCNO NCINO INC | Technology | 33.0% | $91.3m | 3,366,001 | -30% | reduced |
| 2 | ALKT ALKAMI TECHNOLOGY INC | Technology | 23.1% | $63.8m | 2,568,823 | 138% | added |
| 3 | CPAY CORPAY INC | 14.2% | $39.2m | 135,964 | -1% | reduced | |
| 4 | IIIV I3 VERTICALS INC | 12.2% | $33.8m | 1,039,847 | 0% | held | |
| 5 | DCBO DOCEBO INC | Technology | 10.0% | $27.7m | 1,015,188 | -14% | reduced |
| 6 | PCOR PROCORE TECHNOLOGIES INC | Technology | 7.4% | $20.4m | 279,147 | -3% | reduced |
| 7 | IWM ISHARES TR | 0.2% | $516.6k | 2,135 | – | new |
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.