StockDriftsStockDriftsTop 10 Long Path Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NCNO | NCINO INC | 25.36% | 3.64M | $59.5M | -17.66%(-780.50K) | $29.05(-33.30%) | 2026-06-30 | |
| MLAB | MESA LABS INC | 20.24% | 477.1K | $47.5M | +17.64%(+71.54K) | $79.69(+28.88%) | 2026-06-30 | |
| ALKT | ALKAMI TECHNOLOGY INC | 17.29% | 2.24M | $40.6M | +24.47%(+440.31K) | $24.91(-22.03%) | 2026-06-30 | |
| CPAY | CORPAY INC | 12.42% | 87.5K | $29.2M | -0.93%(-823) | $313.25(+28.47%) | 2026-06-30 | |
| TYL | TYLER TECHNOLOGIES INC | 7.81% | 62.6K | $18.3M | +3.87%(+2.33K) | $395.13(-18.55%) | 2026-06-30 | |
| SPSC | SPS COMM INC | 4.41% | 180.9K | $10.3M | new | $56.13(+33.68%) | 2026-06-30 | |
| VEEV | VEEVA SYS INC | 3.99% | 52.7K | $9.4M | +60.25%(+19.83K) | $190.90(+22.06%) | 2026-06-30 | |
| TDG | TRANSDIGM GROUP INC | 3.45% | 6.1K | $8.1M | -6.17%(-400) | $1244.40(-0.85%) | 2026-06-30 | |
| PCOR | PROCORE TECHNOLOGIES INC | 3.06% | 176.9K | $7.2M | -15.44%(-32.29K) | $71.10(-17.35%) | 2026-06-30 | |
| IIIV | I3 VERTICALS INC | 1.96% | 215.3K | $4.6M | -73.73%(-604.31K) | $22.68(-25.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | -6.66% | -18.67% | — | — | -0.25% |
| Top 20 Holdings Unweighted | -2.49% | -7.29% | — | — | +7.20% |
Long Path Partners LP reports $234.64M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are NCNO (25.4%), MLAB (20.2%) and ALKT (17.3%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned -18.67% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Long Path Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1905112). View Long Path Partners LP’s 13F filings on SEC