Grufity logo
Grufity logo

Latest Long Path Partners LP Stock Portfolio

$220Million– No. of Holdings #9

Long Path Partners LP Performance:
2026 Q1: -19.61%YTD: -19.61%2025: -20.66%
Performance for 2026 Q1 is -19.61%, and YTD is -19.61%, and 2025 is -20.66%.

About Long Path Partners LP and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Long Path Partners LP reported an equity portfolio of $220.1 Millions as of 31 Mar, 2026.

The top stock holdings of Long Path Partners LP are NCNO, MLAB, ALKT. The fund has invested 30.1% of it's portfolio in NCINO INC and 16.3% of portfolio in MESA LABS INC.

The fund managers got completely rid off DOCEBO INC (DCBO) stocks. They significantly reduced their stock positions in ALKAMI TECHNOLOGY INC (ALKT), CORPAY INC and I3 VERTICALS INC (IIIV). Long Path Partners LP opened new stock positions in TYLER TECHNOLOGIES INC (TYL), TRANSDIGM GROUP INC (TDG) and VEEVA SYS INC (VEEV). The fund showed a lot of confidence in some stocks as they added substantially to MESA LABS INC (MLAB) and NCINO INC (NCNO).
Long Path Partners LP Equity Portfolio Value
Last Reported on: 14 May, 2026

Long Path Partners LP Annual Return Estimates Vs S&P 500

Our best estimate is that Long Path Partners LP made a return of -19.61% in the last quarter. In trailing 12 months, it's portfolio return was -26.49%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
tyler technologies inc20,648,600
transdigm group inc7,507,740
veeva sys inc5,780,800
New stocks bought by Long Path Partners LP

Additions

Ticker% Inc.
mesa labs inc78.5
ncino inc20.56
Additions to existing portfolio by Long Path Partners LP

Reductions

Ticker% Reduced
alkami technology inc-42.72
corpay inc-34.67
i3 verticals inc-25.04
procore technologies inc-16.6
Long Path Partners LP reduced stake in above stock

Sold off

Ticker$ Sold
docebo inc-21,647,000
Long Path Partners LP got rid off the above stocks

Sector Distribution

Long Path Partners LP has about 82.3% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Healthcare
Sector%
Technology82.3
Others11.7
Industrials3.4
Healthcare2.6

Market Cap. Distribution

Long Path Partners LP has about 15.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • SMALL-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
SMALL-CAP67.5
LARGE-CAP15.4
UNALLOCATED11.7
MID-CAP5.4

Stocks belong to which Index?

About 50.2% of the stocks held by Long Path Partners LP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
  • S&P 500
Index%
Others49.8
RUSSELL 200037.4
S&P 50012.8
Top 5 Winners (%)%
MLAB
mesa labs inc
9.6 %
Top 5 Winners ($)$
MLAB
mesa labs inc
3.1 M
Top 5 Losers (%)%
NCNO
ncino inc
-39.4 %
ALKT
alkami technology inc
-25.2 %
PCOR
procore technologies inc
-19.8 %
IIIV
i3 verticals inc
-9.8 %
corpay inc
-2.7 %
Top 5 Losers ($)$
NCNO
ncino inc
-43.1 M
ALKT
alkami technology inc
-18.3 M
PCOR
procore technologies inc
-3.6 M
IIIV
i3 verticals inc
-2.7 M
corpay inc
-1.1 M

Long Path Partners LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Long Path Partners LP

Long Path Partners LP has 9 stocks in it's portfolio. NCNO proved to be the most loss making stock for the portfolio. MLAB was the most profitable stock for Long Path Partners LP last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions