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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NCNO | NCINO INC | $14.92 | -3.43% | -45.39% | -76.53% | $66.2M | 30.08% | +753,723 | +20.6% |
| 2 | MLAB | MESA LABS INC | $103.89 | -4.80% | 0.67% | -63.82% | $35.9M | 16.29% | +178,360 | +78.5% |
| 3 | ALKT | ALKAMI TECHNOLOGY INC | $15.89 | -1.79% | -47.83% | -49.22% | $28.2M | 12.81% | −1,341,899 | −42.7% |
| 4 | CPAY | CORPAY INC | $347.45 | -2.72% | 2.96% | 34.56% | $25.7M | 11.67% | −46,849 | −34.7% |
| 5 | TYL | TYLER TECHNOLOGIES INC | $312.07 | 1.27% | -45.84% | -36.65% | $20.6M | 9.38% | +60,309 | NEW |
| 6 | IIIV | I3 VERTICALS INC | $19.68 | -0.91% | -20.74% | -38.35% | $18.3M | 8.32% | −273,793 | −25.0% |
| 7 | PCOR | PROCORE TECHNOLOGIES INC | $48.57 | -4.20% | -28.43% | -52.97% | $11.9M | 5.42% | −41,646 | −16.6% |
| 8 | TDG | TRANSDIGM GROUP INC | $1238.74 | 0.87% | -9.69% | 132.48% | $7.5M | 3.41% | +6,478 | NEW |
| 9 | VEEV | VEEVA SYS INC | $172.61 | -3.35% | -39.51% | -48.12% | $5.8M | 2.63% | +32,909 | NEW |
| 10 | DCBO | DOCEBO INC | $17.21 | -2.88% | -36.26% | -74.14% | — | — | −975,088 | EXITED |
Source: SEC EDGAR · accession 0000919574-26-003080. 13F discloses long positions only — shorts, foreign equities, and options are excluded.