Long Path Partners LP
Net buyer this quarter
$235M
10
+$1.86M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NCNO | $59.5M | 25.36% | 3.32% | -17.7% | Q4 2022 |
 MLAB | $47.5M | 20.24% | 8.53% | +17.6% | Q4 2025 |
 ALKT | $40.6M | 17.29% | 2.09% | +24.5% | Q2 2022 |
 CPAY | $29.2M | 12.42% | 0.13% | -0.9% | Q1 2024 |
 TYL | $18.3M | 7.81% | 0.13% | +3.9% | Q1 2026 |
 SPSC | $10.3M | 4.41% | 0.50% | New | Q2 2026 |
 VEEV | $9.36M | 3.99% | 0.03% | +60.3% | Q1 2026 |
 TDG | $8.1M | 3.45% | 0.01% | -6.2% | Q2 2022 |
 PCOR | $7.19M | 3.06% | 0.12% | -15.4% | Q1 2023 |
 IIIV | $4.6M | 1.96% | Not reported | -73.7% | Q2 2024 |
| Q1 2026 | |||||
| NCNO | $66.2M | 30.08% | 3.86% | +20.6% | Q4 2022 |
| MLAB | $35.9M | 16.29% | 7.34% | +78.5% | Q4 2025 |
| ALKT | $28.2M | 12.81% | 1.70% | -42.7% | Q2 2022 |
| CPAY | $25.7M | 11.67% | 0.13% | -34.7% | Q1 2024 |
| TYL | $20.6M | 9.38% | 0.13% | New | Q1 2026 |
| IIIV | $18.3M | 8.32% | Not reported | -25.0% | Q2 2024 |
| PCOR | $11.9M | 5.42% | 0.14% | -16.6% | Q1 2023 |
| TDG | $7.51M | 3.41% | 0.01% | Not reported | Q2 2022 |
| VEEV | $5.78M | 2.63% | 0.02% | New | Q1 2026 |
| Q4 2025 | |||||
| NCNO | $94M | 32.15% | 3.20% | +8.9% | Q4 2022 |
| ALKT | $72.5M | 24.78% | 2.96% | +22.3% | Q2 2022 |
| CPAY | $40.7M | 13.91% | 0.20% | -0.6% | Q1 2024 |
| IIIV | $27.5M | 9.42% | Not reported | +5.2% | Q2 2024 |
 DCBO | $21.6M | 7.40% | 3.39% | -4.0% | Q3 2022 |
| PCOR | $18.2M | 6.24% | 0.17% | -10.1% | Q1 2023 |
| MLAB | $17.8M | 6.10% | 4.11% | New | Q4 2025 |
| Q3 2025 | |||||
| NCNO | $91.3M | 32.99% | 2.91% | -29.7% | Q4 2022 |
| ALKT | $63.8M | 23.07% | 2.45% | +138.2% | Q2 2022 |
| CPAY | $39.2M | 14.16% | 0.19% | -1.5% | Q1 2024 |
| IIIV | $33.8M | 12.20% | Not reported | Not reported | Q2 2024 |
| DCBO | $27.7M | 10.03% | 3.36% | -13.7% | Q3 2022 |
| PCOR | $20.4M | 7.36% | 0.19% | -3.2% | Q1 2023 |