Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Long Path Partners LP (CIK 1905112) reported $220.1M across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NCNO ($66.2M, 30.08%), MLAB ($35.9M, 16.29%), ALKT ($28.2M, 12.81%), CPAY ($25.7M, 11.67%), TYL ($20.6M, 9.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NCNO | NCINO INC | $66.2M | 30.08% | 4.4M | Added |
| 2 | MLAB | MESA LABS INC | $35.9M | 16.29% | 405,583 | Added |
| 3 | ALKT | ALKAMI TECHNOLOGY INC | $28.2M | 12.81% | 1.8M | Trimmed |
| 4 | CPAY | CORPAY INC | $25.7M | 11.67% | 88,295 | Trimmed |
| 5 | TYL | TYLER TECHNOLOGIES INC | $20.6M | 9.38% | 60,309 | New |
| 6 | IIIV | I3 VERTICALS INC | $18.3M | 8.32% | 819,625 | Trimmed |
| 7 | PCOR | PROCORE TECHNOLOGIES INC | $11.9M | 5.42% | 209,186 | Trimmed |
| 8 | TDG | TRANSDIGM GROUP INC | $7.5M | 3.41% | 6,478 | New |
| 9 | VEEV | VEEVA SYS INC | $5.8M | 2.63% | 32,909 | New |
| 10 | DCBO | DOCEBO INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31