Long Path Partners LP
CIK: 0001905112Latest portfolio: $292.4M · Q4 2025
Holdings
7
Total Value
$292.4M
New Positions
1
Closed Positions
1
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NCNONCINO INC | 3,666,222 | $94.0M | 32.15% | +300K | |
| 2 | ALKTALKAMI TECHNOLOGY INC | 3,141,115 | $72.5M | 24.78% | +572K | |
| 3 | CPAYCORPAY INC | 135,144 | $40.7M | 13.91% | -820 | |
| 4 | IIIVI3 VERTICALS INC | 1,093,418 | $27.5M | 9.42% | +54K | |
| 5 | DCBODOCEBO INC | 975,088 | $21.6M | 7.40% | -40,100 | |
| 6 | PCORPROCORE TECHNOLOGIES INC | 250,832 | $18.2M | 6.24% | -28,315 | |
| 7 | MLABMESA LABS INC | 227,223 | $17.8M | 6.10% | NEW |
Quarterly Changes
Sector Breakdown
Technology100.0% ($9.400172465406684e+25T)
Filing History
Fund Information
Long Path Partners LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $292.4M across 7 holdings. The largest position is NCINO INC (NCNO), representing 32.1% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.