
LONG PATH PARTNERS LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | NCNO | 4.42M | $66.21M |
![]() | ALKT | 1.80M | $28.19M |
![]() | IIIV | 820K | $18.33M |
![]() | MLAB | 406K | $35.86M |
![]() | PCOR | 209K | $11.92M |
![]() | CPAY | 88K | $25.69M |
![]() | TYL | 60K | $20.65M |
![]() | VEEV | 33K | $5.78M |
![]() | TDG | 6K | $7.51M |

nCino, Inc.
NCNO
Shares Held
4.42M
Value
$66.21M

Alkami Technology, Inc.
ALKT
Shares Held
1.80M
Value
$28.19M

i3 Verticals, Inc.
IIIV
Shares Held
820K
Value
$18.33M

Mesa Laboratories, Inc.
MLAB
Shares Held
406K
Value
$35.86M

Procore Technologies, Inc.
PCOR
Shares Held
209K
Value
$11.92M

Corpay, Inc.
CPAY
Shares Held
88K
Value
$25.69M

Tyler Technologies, Inc.
TYL
Shares Held
60K
Value
$20.65M

Veeva Systems Inc.
VEEV
Shares Held
33K
Value
$5.78M

TransDigm Group Incorporated
TDG
Shares Held
6K
Value
$7.51M
