Long Path Partners LP Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$308.6B
Holdings
11
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NCNONCINO INC | 3,269,192 | $109.8B | 35.58% | |
| 2 | PCORPROCORE TECHNOLOGIES INC | 513,551 | $38.5B | 12.47% | |
| 3 | DCBODOCEBO INC | 740,055 | $33.1B | 10.74% | |
| 4 | CRMSALESFORCE INC | 90,119 | $30.1B | 9.76% | |
| 5 | CPAYCORPAY INC | 83,222 | $28.2B | 9.13% | |
| 6 | IIIVI3 VERTICALS INC | 979,777 | $22.6B | 7.32% | |
| 7 | SAMGSILVERCREST ASSET MGMT GROUP | 940,798 | $17.3B | 5.61% | |
| 8 | WDAYWORKDAY INC | 47,053 | $12.1B | 3.93% | |
| 9 | CHTRCHARTER COMMUNICATIONS INC N | 20,171 | $6.9B | 2.24% | |
| 10 | ALKTALKAMI TECHNOLOGY INC | 169,498 | $6.2B | 2.01% | |
| 11 | LBRDKLIBERTY BROADBAND CORP | 49,930 | $3.7B | 1.21% |