Long Path Partners LP Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$258.7B
Holdings
10
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NCNONCINO INC | 2,972,001 | $81.6B | 31.56% | |
| 2 | PCORPROCORE TECHNOLOGIES INC | 525,876 | $34.7B | 13.42% | |
| 3 | CPAYCORPAY INC | 97,527 | $34.0B | 13.15% | |
| 4 | DCBODOCEBO INC | 901,574 | $25.9B | 10.01% | |
| 5 | IIIVI3 VERTICALS INC | 997,996 | $24.6B | 9.52% | |
| 6 | ALKTALKAMI TECHNOLOGY INC | 685,532 | $18.0B | 6.96% | |
| 7 | SAMGSILVERCREST ASSET MGMT GROUP | 910,328 | $14.9B | 5.76% | |
| 8 | WDAYWORKDAY INC | 56,911 | $13.3B | 5.14% | |
| 9 | CHTRCHARTER COMMUNICATIONS INC N | 20,171 | $7.4B | 2.87% | |
| 10 | LBRDKLIBERTY BROADBAND CORP | 49,284 | $4.2B | 1.62% |