Institutional
Long Path Partners LP
CIK 0001905112
$220.1M
Reported AUM
9
Positions
Q1 2026
Period
2026-05-14
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NCNO | NCINO INC | $18.83 | 1.73% | -30.87% | -69.73% | $66.2M | 30.08% | — | HELD |
| 2 | MLAB | MESA LABS INC | $99.66 | -1.42% | 34.05% | -61.73% | $35.9M | 16.29% | — | HELD |
| 3 | ALKT | ALKAMI TECHNOLOGY INC | $18.33 | 0.88% | -10.00% | -35.43% | $28.2M | 12.81% | — | HELD |
| 4 | CPAY | CORPAY INC | $392.85 | 2.22% | 24.16% | 49.21% | $25.7M | 11.67% | — | HELD |
| 5 | TYL | TYLER TECHNOLOGIES INC | $333.50 | 0.04% | -40.37% | -28.60% | $20.6M | 9.38% | — | HELD |
| 6 | IIIV | I3 VERTICALS INC | $21.45 | -0.05% | -23.39% | -25.80% | $18.3M | 8.32% | — | HELD |
| 7 | PCOR | PROCORE TECHNOLOGIES INC | $50.16 | 2.70% | -19.15% | -44.70% | $11.9M | 5.42% | — | HELD |
| 8 | TDG | TRANSDIGM GROUP INC | $1264.60 | -3.32% | -14.73% | 150.47% | $7.5M | 3.41% | — | HELD |
| 9 | VEEV | VEEVA SYS INC | $207.91 | 3.33% | -28.49% | -39.39% | $5.8M | 2.63% | — | HELD |
Source: SEC EDGAR · accession 0000919574-26-003080. 13F discloses long positions only — shorts, foreign equities, and options are excluded.