Long Path Partners LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Long Path Partners LP reported 9 stock positions worth $190.0 million. Its top holding was Corpay (CPAY) at 22.3% of the portfolio, followed by Ncino (NCNO, 20.3%) and Alkami Technology (ALKT, 15.7%). Compared with Q4 2023, it added to 2 and reduced 7. The biggest buy was Ncino (NCNO, shares +80%) and the biggest sale Salesforce (CRM, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0001905112
- Portfolio Value
- $190.0M (Q1 2024)
- SEC Filing
- 0000919574-24-003148 ↗ filed May 15, 2024
Holdings Value
Holdings 9 stocks · $190.0M
| CPAY Corpay Inc. | 22.32% | 137,451 | $42.4M | Reduce -14.1% |
| NCNO Ncino Inc. | 20.29% | 1,031,606 | $38.6M | Add +80.3% |
| ALKT Alkami Technology Inc. | 15.69% | 1,213,076 | $29.8M | Reduce -22.7% |
| CRM Salesforce Inc. | 12.68% | 80,029 | $24.1M | Reduce -46.2% |
| DCBO Docebo Inc. | 10.23% | 396,753 | $19.4M | Reduce -22.7% |
| LBRDK Liberty Broadband-C | 9.41% | 312,309 | $17.9M | Reduce -7.9% |
| SAMG Silvercrest Asset Manageme-A | 6.32% | 760,171 | $12.0M | Add +4.8% |
| PCOR Procore Technologies Inc. | 2.67% | 61,782 | $5.1M | Reduce -9.2% |
| LBRDA Liberty Broadband-A | 0.39% | 12,973 | $741K | Reduce -29.3% |
Portfolio Sells Q4 2023 → Q1 2024
| CRM Salesforce Inc. | Reduce -46.2% | 12.68% | −5.74 |
| LBRDK Liberty Broadband-C | Reduce -7.9% | 9.41% | −3.47 |
| ALKT Alkami Technology Inc. | Reduce -22.7% | 15.69% | −2.23 |
| DCBO Docebo Inc. | Reduce -22.7% | 10.23% | −1.47 |
| LBRDA Liberty Broadband-A | Reduce -29.3% | 0.39% | −0.31 |
| PCOR Procore Technologies Inc. | Reduce -9.2% | 2.67% | +0.45 |
| CPAY Corpay Inc. | Reduce -14.1% | 22.32% | +1.02 |
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $234.6M | NCNO, MLAB, ALKT, CPAY, TYL |
| Q1 2026 | 9 | $220.1M | NCNO, MLAB, ALKT, CPAY, TYL |
| Q4 2025 | 7 | $292.4M | NCNO, ALKT, CPAY, IIIV, DCBO |
| Q3 2025 | 7 | $276.6M | NCNO, ALKT, CPAY, IIIV, DCBO |
| Q2 2025 | 6 | $294.6M | NCNO, CPAY, DCBO, ALKT, IIIV |
| Q1 2025 | 10 | $258.7M | NCNO, PCOR, CPAY, DCBO, IIIV |
| Q4 2024 | 11 | $308.6M | NCNO, PCOR, DCBO, CRM, CPAY |
| Q3 2024 | 10 | $308.3M | NCNO, CPAY, DCBO, CRM, LBRDK |
| Q2 2024 | 10 | $252.3M | NCNO, CPAY, DCBO, PCOR, ALKT |
| Q1 2024 | 9 | $190.0M | CPAY, NCNO, ALKT, CRM, DCBO |