2026 Q1 Portfolio Activity
In 2026 Q1, Long Path Partners LP maintained a portfolio of 10 distinct positions. The most significant new addition was TYLER TECHNOLOGIES INC, now representing 9.38% of the total fund value. They heavily accumulated shares in MESA LABS INC, increasing the position by 78.5%. The fund also reduced its exposure to ALKAMI TECHNOLOGY INC by 42.7%.
Position History
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Total Positions
10
Quarter
2026 Q1
Top Holding
NCNO (30.1%)
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 Q1
| 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 | 30.08% | 32.15% |
#1
Prev: #1
|
8.5 |
—
|
753,723 | 20.6% |
P
S
|
4,419,945 | $66,210,776 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MLAB
MESA LABS INC
|
Technology | 16.29% | 6.10% |
#2
5
Prev: #7
|
8.5 |
—
|
178,360 | 78.5% |
P
S
|
405,583 | $35,861,649 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ALKT
ALKAMI TECHNOLO...
|
Technology | 12.81% | 24.78% |
#3
1
Prev: #2
|
5.0 |
—
|
-1,341,899 | -42.7% |
P
S
|
1,799,216 | $28,193,715 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CPAY
CORPAY INC
|
Technology | 11.67% | 13.91% |
#4
1
Prev: #3
|
4.5 |
—
|
-46,849 | -34.7% |
P
S
|
88,295 | $25,692,962 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TYL
TYLER TECHNOLOG...
|
Technology | 9.38% | — |
#5
Prev: #—
|
7.8 |
—
|
60,309 | — |
NEW
|
60,309 | $20,648,595 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IIIV
I3 VERTICALS IN...
|
Technology | 8.32% | 9.42% |
#6
2
Prev: #4
|
3.3 |
—
|
-273,793 | -25.0% |
P
S
|
819,625 | $18,326,815 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PCOR
PROCORE TECHNOL...
|
Technology | 5.42% | 6.24% |
#7
1
Prev: #6
|
2.7 |
—
|
-41,646 | -16.6% |
P
S
|
209,186 | $11,923,602 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TDG
TRANSDIGM GROUP...
|
Industrials | 3.41% | — |
#8
Prev: #—
|
4.9 |
—
|
6,478 | — |
NEW
|
6,478 | $7,507,743 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 2.63% | — |
#9
Prev: #—
|
4.6 |
—
|
32,909 | — |
NEW
|
32,909 | $5,780,795 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DCBO
DOCEBO INC
|
Technology | 0.00% | 7.40% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-975,088 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-10 of 10 holdings