Q1 2026 · 13F-HR
Long Path Partners LPholdings as filed
Filed 2026-05-14 · accession 0000919574-26-003080
$220.1M
Reported value
9
Positions
2026-03-31
Period end
The Brief · Long Path Partners LP · Q1 2026
AI · grounded in 13F
Long Path Partners LP closed its position in DCBO, reducing its exposure by $21.6M. The fund established a new position in TYL worth $20.6M and added TDG with a $7.5M investment. Other notable activity includes a new position in VEEV and a 78.5% increase in shares of MLAB.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 63947X101 | NCNO | NCINO INC | $66.2M | 30.1% | 4,419,945 | Common | SOLE |
| 59064R109 | MLAB | MESA LABS INC | $35.9M | 16.3% | 405,583 | Common | SOLE |
| 01644J108 | ALKT | ALKAMI TECHNOLOGY INC | $28.2M | 12.8% | 1,799,216 | Common | SOLE |
| 219948106 | CPAY | CORPAY INC | $25.7M | 11.7% | 88,295 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $20.6M | 9.38% | 60,309 | Common | SOLE |
| 46571Y107 | IIIV | I3 VERTICALS INC | $18.3M | 8.32% | 819,625 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $11.9M | 5.42% | 209,186 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $7.5M | 3.41% | 6,478 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $5.8M | 2.63% | 32,909 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.