Holders — by stockHoldings — by fund
Long Path Partners LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1905112
$234.6M
disclosed book value
10
positions
25.4%
largest position share
Positions, as of 2026-06-30
top 10 of 10 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NCNONCINO INC | 3.6M | $59.5M | 25.4% |
| 2 | MLABMESA LABS INC | 477,126 | $47.5M | 20.2% |
| 3 | ALKTALKAMI TECHNOLOGY INC | 2.2M | $40.6M | 17.3% |
| 4 | CPAYCORPAY INC | 87,472 | $29.2M | 12.4% |
| 5 | TYLTYLER TECHNOLOGIES INC | 62,642 | $18.3M | 7.8% |
| 6 | SPSCSPS COMM INC | 180,912 | $10.3M | 4.4% |
| 7 | VEEVVEEVA SYS INC | 52,738 | $9.4M | 4% |
| 8 | TDGTRANSDIGM GROUP INC | 6,078 | $8.1M | 3.5% |
| 9 | PCORPROCORE TECHNOLOGIES INC | 176,896 | $7.2M | 3.1% |
| 10 | IIIVI3 VERTICALS INC | 215,319 | $4.6M | 2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.