Long Path Partners LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Long Path Partners LP reported 10 stock positions worth $258.7 million. Its top holding was Ncino (NCNO) at 31.6% of the portfolio, followed by Procore Technologies (PCOR, 13.4%) and Corpay (CPAY, 13.1%). Compared with Q4 2024, it sold out of 1, added to 6 and reduced 3. The biggest buy was Alkami Technology (ALKT, shares +304%) and the biggest sale an exit from Salesforce (CRM).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0001905112
- Portfolio Value
- $258.7M (Q1 2025)
- SEC Filing
- 0000919574-25-003028 ↗ filed May 14, 2025
Holdings Value
Holdings 10 stocks · $258.7M
| NCNO Ncino Inc. | 31.56% | 2,972,001 | $81.6M | Reduce -9.1% |
| PCOR Procore Technologies Inc. | 13.42% | 525,876 | $34.7M | Add +2.4% |
| CPAY Corpay Inc. | 13.15% | 97,527 | $34.0M | Add +17.2% |
| DCBO Docebo Inc. | 10.01% | 901,574 | $25.9M | Add +21.8% |
| IIIV I3 Verticals Inc. Class A | 9.52% | 997,996 | $24.6M | Add +1.9% |
| ALKT Alkami Technology Inc. | 6.96% | 685,532 | $18.0M | Add +304.4% |
| SAMG Silvercrest Asset Manageme-A | 5.76% | 910,328 | $14.9M | Reduce -3.2% |
| WDAY Workday Inc. Class A | 5.14% | 56,911 | $13.3M | Add +20.9% |
| CHTR Charter Communications Inc. Class A | 2.87% | 20,171 | $7.4M | No change |
| LBRDK Liberty Broadband-C | 1.62% | 49,284 | $4.2M | Reduce -1.3% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |