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Latest Long Path Partners LP Stock Portfolio

$234Million | No. of Holdings #10

Long Path Partners LP Performance

2026 Q2+5.43%
YTD-15.24%
2025-20.66%

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

On 2026-07-31, the fund reported it's updated stock portfolio. In the 13F Holdings report, Long Path Partners LP reported an equity portfolio of $234.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Long Path Partners LP are NCNO, MLAB, ALKT. The fund has invested 25.4% of it's portfolio in NCINO INC and 20.2% of portfolio in MESA LABS INC. <br><br> They significantly reduced their stock positions in I3 VERTICALS INC (IIIV), NCINO INC (NCNO) and PROCORE TECHNOLOGIES INC (PCOR). Long Path Partners LP opened new stock positions in SPS COMM INC (SPSC). The fund showed a lot of confidence in some stocks as they added substantially to VEEVA SYS INC (VEEV), ALKAMI TECHNOLOGY INC (ALKT) and MESA LABS INC (MLAB).
Long Path Partners LP Equity Portfolio Value
Last Reported on: 31 Jul, 2026
$234Million
  as of Jul 31, 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 5.43% in the last quarter. In trailing 12 months, it's portfolio return was -24.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
sps comm inc10,342,700
New stocks bought by Long Path Partners LP

Additions

Ticker% Inc.
veeva sys inc60.25
alkami technology inc24.47
mesa labs inc17.64
tyler technologies inc3.87
Additions to existing portfolio by Long Path Partners LP

Reductions

Ticker% Reduced
i3 verticals inc-73.73
ncino inc-17.66
procore technologies inc-15.44
transdigm group inc-6.17
corpay inc-0.93
Long Path Partners LP reduced stake in above stock

Sold off

None of the stocks were completely sold off by Long Path Partners LP

Sector Distribution

Long Path Partners LP has about 80.1% of it's holdings in Technology sector.

  • Technology
  • Others
  • Healthcare
  • Industrials
Sector%
Technology80.1
Others12.4
Healthcare4
Industrials3.5

Market Cap. Distribution

Long Path Partners LP has about 15.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • SMALL-CAP
  • MID-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
SMALL-CAP39.5
MID-CAP32.8
LARGE-CAP15.2
UNALLOCATED12.4

Stocks belong to which Index?

About 55.2% 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%
Others44.8
RUSSELL 200043.9
S&P 50011.3
Top 5 Winners (%)%
TDG
transdigm group inc
14.5 %
corpay inc
14.5 %
ALKT
alkami technology inc
13.9 %
MLAB
mesa labs inc
11.5 %
NCNO
ncino inc
8.3 %
Top 5 Winners ($)$
NCNO
ncino inc
5.5 M
ALKT
alkami technology inc
4.9 M
MLAB
mesa labs inc
4.9 M
corpay inc
3.7 M
TDG
transdigm group inc
1.1 M
Top 5 Losers (%)%
PCOR
procore technologies inc
-26.5 %
TYL
tyler technologies inc
-14.3 %
IIIV
i3 verticals inc
-2.8 %
Top 5 Losers ($)$
PCOR
procore technologies inc
-3.2 M
TYL
tyler technologies inc
-3.1 M
IIIV
i3 verticals inc
-0.5 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 10 stocks in it's portfolio. PCOR proved to be the most loss making stock for the portfolio. NCNO was the most profitable stock for Long Path Partners LP last quarter.

$234.64MTotal Value
10.00Positions
31 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Long Path Partners LP, last reported on 31 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
Com Shs
Corpay Inc

Corpay Inc

Long Path Partners LP's holding in Corpay Inc over time
12.42%87,472
$29.15M
12.42%
decreased 0.93 percentreduced