2026 Q2 Portfolio Activity
In 2026 Q2, Long Path Partners LP maintained a portfolio of 10 distinct positions. The most significant new addition was SPS COMM INC, now representing 4.41% of the total fund value. They heavily accumulated shares in ALKAMI TECHNOLOGY INC, increasing the position by 24.5%. The fund also reduced its exposure to I3 VERTICALS INC by 73.7%.
Position History
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Total Positions
10
Quarter
2026 Q2
Top Holding
NCNO (25.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
Long Path Partners LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NCNO
NCINO INC
|
Technology | 25.36% | 30.08% |
#1
Prev: #1
|
6.5 |
—
|
-780,503 | -17.7% |
P
S
|
3,639,442 | $59,504,877 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
MLAB
MESA LABS INC
|
Technology | 20.24% | 16.29% |
#2
Prev: #2
|
7.5 |
—
|
71,543 | 17.6% |
P
S
|
477,126 | $47,497,893 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
ALKT
ALKAMI TECHNOLO...
|
Technology | 17.29% | 12.81% |
#3
Prev: #3
|
7.5 |
—
|
440,308 | 24.5% |
P
S
|
2,239,524 | $40,580,175 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
CPAY
CORPAY INC
|
Technology | 12.42% | 11.67% |
#4
Prev: #4
|
5.0 |
—
|
-823 | -0.9% |
P
S
|
87,472 | $29,151,793 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
TYL
TYLER TECHNOLOG...
|
Technology | 7.81% | 9.38% |
#5
Prev: #5
|
4.1 |
—
|
2,333 | 3.9% |
P
S
|
62,642 | $18,320,279 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
SPSC
SPS COMM INC
|
Technology | 4.41% | — |
#6
Prev: #—
|
5.3 |
—
|
180,912 | — |
NEW
|
180,912 | $10,342,739 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 3.99% | 2.63% |
#7
2
Prev: #9
|
4.6 |
—
|
19,829 | 60.3% |
P
S
|
52,738 | $9,359,413 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
TDG
TRANSDIGM GROUP...
|
Industrials | 3.45% | 3.41% |
#8
Prev: #8
|
1.9 |
—
|
-400 | -6.2% |
P
S
|
6,078 | $8,096,139 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
PCOR
PROCORE TECHNOL...
|
Technology | 3.06% | 5.42% |
#9
2
Prev: #7
|
1.7 |
—
|
-32,290 | -15.4% |
P
S
|
176,896 | $7,185,516 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
IIIV
I3 VERTICALS IN...
|
Technology | 1.96% | 8.32% |
#10
4
Prev: #6
|
0.8 |
—
|
-604,306 | -73.7% |
P
S
|
215,319 | $4,599,214 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 |
Showing 1-10 of 10 holdings