Long Path Partners LP
CIK: 1905112
Exit Positions
0
Holdings (10)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Jul 31, 2026
- NCNO
NCINO INC
$59.5M
3.64M sh25.36%-17.7% - MLAB
MESA LABS INC
$47.5M
477,126 sh20.24%+17.6% - ALKT
ALKAMI TECHNOLOGY INC
$40.58M
2.24M sh17.29%+24.5% - CPAY
CORPAY INC
$29.15M
87,472 sh12.42%-0.9% - TYL
TYLER TECHNOLOGIES INC
$18.32M
62,642 sh7.81%+3.9% - SPSC
SPS COMM INC
$10.34M
180,912 sh4.41%New - VEEV
VEEVA SYS INC
$9.36M
52,738 sh3.99%+60.3% - TDG
TRANSDIGM GROUP INC
$8.1M
6,078 sh3.45%-6.2% - PCOR
PROCORE TECHNOLOGIES INC
$7.19M
176,896 sh3.06%-15.4% - IIIV
I3 VERTICALS INC
$4.6M
215,319 sh1.96%-73.7%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 NCNO NCINO INC | 3.64M | $59.5M | -17.7% | 25.36% | Q2 2026 |
 MLAB MESA LABS INC | 477,126 | $47.5M | +17.6% | 20.24% | Q2 2026 |
 ALKT ALKAMI TECHNOLOGY INC | 2.24M | $40.58M | +24.5% | 17.29% | Q2 2026 |
 CPAY CORPAY INC | 87,472 | $29.15M | -0.9% | 12.42% | Q2 2026 |
 TYL TYLER TECHNOLOGIES INC | 62,642 | $18.32M | +3.9% | 7.81% | Q2 2026 |
 SPSC SPS COMM INC | 180,912 | $10.34M | New | 4.41% | Q2 2026 |
 VEEV VEEVA SYS INC | 52,738 | $9.36M | +60.3% | 3.99% | Q2 2026 |
 TDG TRANSDIGM GROUP INC | 6,078 | $8.1M | -6.2% | 3.45% | Q2 2026 |
 PCOR PROCORE TECHNOLOGIES INC | 176,896 | $7.19M | -15.4% | 3.06% | Q2 2026 |
 IIIV I3 VERTICALS INC | 215,319 | $4.6M | -73.7% | 1.96% | Q2 2026 |
1-10 of 10 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Long Path Partners LP
Long Path Partners LP is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1905112). Signal8 holds 14 13F filings from it. Its SEC filings list Connecticut as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Jul 31, 2026. That report lists 10 securities, not counting options, up from 9 in Q1 2026.
Its five largest reported positions, in order, are NCINO INC (NCNO), MESA LABS INC (MLAB), ALKAMI TECHNOLOGY INC (ALKT), CORPAY INC (CPAY) and TYLER TECHNOLOGIES INC (TYL). The next five are SPS COMM INC (SPSC), VEEVA SYS INC (VEEV), TRANSDIGM GROUP INC (TDG), PROCORE TECHNOLOGIES INC (PCOR) and I3 VERTICALS INC (IIIV).
Recent 13F filings by Long Path Partners LP
- Q2 2026: 13F-HR filed Jul 31, 2026, listing 10 securities.
- Q1 2026: 13F-HR filed May 14, 2026, listing 9 securities.
- Q4 2025: 13F-HR filed Feb 13, 2026, listing 7 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 7 securities.
- Q2 2025: 13F-HR filed Aug 13, 2025, listing 6 securities.
- Q1 2025: 13F-HR filed May 14, 2025, listing 10 securities.