Long Path Partners LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Long Path Partners LP disclosed 10 US equity positions worth $234.6m in its Q2 2026 13F filing. The largest position was NCNO at 25.4% of the reported book, followed by MLAB and ALKT. Against the Q1 2026 filing, it opened 1 new position, added to 4 and reduced 5 among the top 10 holdings.
What did Long Path Partners LP own in Q2 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.