Long Path Partners LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Long Path Partners LP reported 10 stock positions worth $252.3 million. Its top holding was Ncino (NCNO) at 32.3% of the portfolio, followed by Corpay (CPAY, 14.9%) and Docebo (DCBO, 10.5%). Compared with Q1 2024, it opened 1 new position, added to 5 and reduced 3. The biggest buy was Ncino (NCNO, shares +151%) and the biggest sale Alkami Technology (ALKT, shares −42%).

Most Recent 13F
Q2 2026
Location
Stamford, CT
CIK
0001905112
Portfolio Value
$252.3M (Q2 2024)
SEC Filing
0000919574-24-004728 ↗ filed Aug 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $190.0M Q1 2024 Q2 2024: $252.3M $252.3M Q2 2024 Q3 2024: $308.3M Q3 2024 Q4 2024: $308.6M Q4 2024 Q1 2025: $258.7M Q1 2025 Q2 2025: $294.6M Q2 2025 Q3 2025: $276.6M Q3 2025 Q4 2025: $292.4M Q4 2025 Q1 2026: $220.1M Q1 2026 Q2 2026: $234.6M Q2 2026

Holdings 10 stocks · $252.3M
NCNO Ncino Inc. 32.29% 2,590,135 $81.5M Add +151.1%
CPAY Corpay Inc. 14.85% 140,660 $37.5M Add +2.3%
DCBO Docebo Inc. 10.51% 686,277 $26.5M Add +73.0%
PCOR Procore Technologies Inc. 8.90% 338,503 $22.4M Add +447.9%
ALKT Alkami Technology Inc. 7.93% 702,489 $20.0M Reduce -42.1%
CRM Salesforce Inc. 7.84% 76,894 $19.8M Reduce -3.9%
LBRDK Liberty Broadband-C 6.53% 300,730 $16.5M Reduce -3.7%
SAMG Silvercrest Asset Manageme-A 5.81% 940,798 $14.7M Add +23.8%
IIIV I3 Verticals Inc. Class A 5.06% 577,706 $12.8M New
LBRDA Liberty Broadband-A 0.28% 12,973 $708K No change

Portfolio Sells Q1 2024 → Q2 2024
ALKT Alkami Technology Inc. Reduce -42.1% 7.93% −7.75
CRM Salesforce Inc. Reduce -3.9% 7.84% −4.85
LBRDK Liberty Broadband-C Reduce -3.7% 6.53% −2.87

Portfolio Buys Q1 2024 → Q2 2024
NCNO Ncino Inc. Add +151.1% 32.29% +12.00
PCOR Procore Technologies Inc. Add +447.9% 8.90% +6.23
IIIV I3 Verticals Inc. Class A New 5.06% +5.06
DCBO Docebo Inc. Add +73.0% 10.51% +0.28
SAMG Silvercrest Asset Manageme-A Add +23.8% 5.81% −0.51
CPAY Corpay Inc. Add +2.3% 14.85% −7.46

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$234.6MNCNO, MLAB, ALKT, CPAY, TYL
Q1 2026 9$220.1MNCNO, MLAB, ALKT, CPAY, TYL
Q4 2025 7$292.4MNCNO, ALKT, CPAY, IIIV, DCBO
Q3 2025 7$276.6MNCNO, ALKT, CPAY, IIIV, DCBO
Q2 2025 6$294.6MNCNO, CPAY, DCBO, ALKT, IIIV
Q1 2025 10$258.7MNCNO, PCOR, CPAY, DCBO, IIIV
Q4 2024 11$308.6MNCNO, PCOR, DCBO, CRM, CPAY
Q3 2024 10$308.3MNCNO, CPAY, DCBO, CRM, LBRDK
Q2 2024 10$252.3MNCNO, CPAY, DCBO, PCOR, ALKT
Q1 2024 9$190.0MCPAY, NCNO, ALKT, CRM, DCBO