Long Path Partners LP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Long Path Partners LP reported 10 stock positions worth $308.3 million. Its top holding was Ncino (NCNO) at 38.1% of the portfolio, followed by Corpay (CPAY, 13.8%) and Docebo (DCBO, 10.5%). Compared with Q2 2024, it added to 5 and reduced 4. The biggest buy was Ncino (NCNO, shares +44%) and the biggest sale Alkami Technology (ALKT, shares −70%).

Most Recent 13F
Q2 2026
Location
Stamford, CT
CIK
0001905112
Portfolio Value
$308.3M (Q3 2024)
SEC Filing
0000919574-24-006304 ↗ filed Nov 12, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $190.0M Q1 2024 Q2 2024: $252.3M Q2 2024 Q3 2024: $308.3M $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 · $308.3M
NCNO Ncino Inc. 38.14% 3,721,406 $117.6M Add +43.7%
CPAY Corpay Inc. 13.80% 135,972 $42.5M Reduce -3.3%
DCBO Docebo Inc. 10.49% 731,299 $32.3M Add +6.6%
CRM Salesforce Inc. 8.95% 100,827 $27.6M Add +31.1%
LBRDK Liberty Broadband-C 7.28% 290,449 $22.4M Reduce -3.4%
PCOR Procore Technologies Inc. 7.17% 358,050 $22.1M Add +5.8%
IIIV I3 Verticals Inc. Class A 6.45% 933,098 $19.9M Add +61.5%
SAMG Silvercrest Asset Manageme-A 5.26% 940,798 $16.2M No change
ALKT Alkami Technology Inc. 2.16% 210,748 $6.6M Reduce -70.0%
LBRDA Liberty Broadband-A 0.31% 12,337 $948K Reduce -4.9%

Portfolio Sells Q2 2024 → Q3 2024
ALKT Alkami Technology Inc. Reduce -70.0% 2.16% −5.77
CPAY Corpay Inc. Reduce -3.3% 13.80% −1.06
LBRDA Liberty Broadband-A Reduce -4.9% 0.31% +0.03
LBRDK Liberty Broadband-C Reduce -3.4% 7.28% +0.75

Portfolio Buys Q2 2024 → Q3 2024
NCNO Ncino Inc. Add +43.7% 38.14% +5.85
IIIV I3 Verticals Inc. Class A Add +61.5% 6.45% +1.39
CRM Salesforce Inc. Add +31.1% 8.95% +1.12
DCBO Docebo Inc. Add +6.6% 10.49% −0.02
PCOR Procore Technologies Inc. Add +5.8% 7.17% −1.73

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