Long Path Partners LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Long Path Partners LP disclosed 9 US equity positions worth $220.1m in its Q1 2026 13F filing. The largest position was NCNO at 30.1% of the reported book, followed by MLAB and ALKT.
What did Long Path Partners LP own in Q1 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NCNO NCINO INC | Technology | 30.1% | $66.2m | 4,419,945 | – | |
| 2 | MLAB MESA LABS INC | Technology | 16.3% | $35.9m | 405,583 | – | |
| 3 | ALKT ALKAMI TECHNOLOGY INC | Technology | 12.8% | $28.2m | 1,799,216 | – | |
| 4 | CPAY CORPAY INC | Technology | 11.7% | $25.7m | 88,295 | – | |
| 5 | TYL TYLER TECHNOLOGIES INC | Technology | 9.4% | $20.6m | 60,309 | – | |
| 6 | IIIV I3 VERTICALS INC | 8.3% | $18.3m | 819,625 | – | ||
| 7 | PCOR PROCORE TECHNOLOGIES INC | Technology | 5.4% | $11.9m | 209,186 | – | |
| 8 | TDG TRANSDIGM GROUP INC | Industrials | 3.4% | $7.5m | 6,478 | – | |
| 9 | VEEV VEEVA SYS INC | Healthcare | 2.6% | $5.8m | 32,909 | – |
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.