StockDriftsStockDriftsTop 9 Long Path Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NCNO | NCINO INC | 30.08% | 4.42M | $66.2M | +20.56%(+753.72K) | $29.05(-49.71%) | 2026-03-31 | |
| MLAB | MESA LABS INC | 16.29% | 405.6K | $35.9M | +78.50%(+178.36K) | $77.46(+29.74%) | 2026-03-31 | |
| ALKT | ALKAMI TECHNOLOGY INC | 12.81% | 1.80M | $28.2M | -42.72%(-1.34M) | $26.88(-38.18%) | 2026-03-31 | |
| CPAY | CORPAY INC | 11.67% | 88.3K | $25.7M | -34.67%(-46.85K) | $313.25(+5.08%) | 2026-03-31 | |
| TYL | TYLER TECHNOLOGIES INC | 9.38% | 60.3K | $20.6M | new | $398.17(-24.89%) | 2026-03-31 | |
| IIIV | I3 VERTICALS INC | 8.32% | 819.6K | $18.3M | -25.04%(-273.79K) | $22.68(-17.61%) | 2026-03-31 | |
| PCOR | PROCORE TECHNOLOGIES INC | 5.42% | 209.2K | $11.9M | -16.60%(-41.65K) | $71.10(-34.53%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 3.41% | 6.5K | $7.5M | new | $1244.40(-5.27%) | 2026-03-31 | |
| VEEV | VEEVA SYS INC | 2.63% | 32.9K | $5.8M | new | $199.44(-21.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -6.89% | -19.28% |
| Top 20 Holdings Unweighted | -0.39% | -1.15% |
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