Long Path Partners LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Long Path Partners LP disclosed 7 US equity positions worth $292.4m in its Q4 2025 13F filing. The largest position was NCNO at 32.1% of the reported book, followed by ALKT and CPAY. Against the Q3 2025 filing, it opened 1 new position, added to 3 and reduced 3 among the top 7 holdings.
What did Long Path Partners LP own in Q4 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NCNO NCINO INC | Technology | 32.1% | $94.0m | 3,666,222 | 9% | added |
| 2 | ALKT ALKAMI TECHNOLOGY INC | Technology | 24.8% | $72.5m | 3,141,115 | 22% | added |
| 3 | CPAY CORPAY INC | 13.9% | $40.7m | 135,144 | -1% | reduced | |
| 4 | IIIV I3 VERTICALS INC | 9.4% | $27.5m | 1,093,418 | 5% | added | |
| 5 | DCBO DOCEBO INC | Technology | 7.4% | $21.6m | 975,088 | -4% | reduced |
| 6 | PCOR PROCORE TECHNOLOGIES INC | Technology | 6.2% | $18.2m | 250,832 | -10% | reduced |
| 7 | MLAB MESA LABS INC | Technology | 6.1% | $17.8m | 227,223 | – | 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.