Long Path Partners LP
CIK 0001905112 · STAMFORD, CT · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source ↗
Long Path Partners LP reported 10 positions worth $234.6M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: NCNO (25.4%).
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$234.6M
2026 Q2
Positions
10
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
10 positions shown
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NCNO | SH | $59.5M | 25.36% | 3,639,442 | — | — | |
| ▸ 2 | MLAB | SH | $47.5M | 20.24% | 477,126 | — | — | |
| ▸ 3 | ALKT | SH | $40.6M | 17.29% | 2,239,524 | — | — | |
| ▸ 4 | CPAY | SH | $29.2M | 12.42% | 87,472 | — | — | |
| ▸ 5 | TYL | SH | $18.3M | 7.81% | 62,642 | — | — | |
| ▸ 6 | SPSC | SH | $10.3M | 4.41% | 180,912 | — | — | |
| ▸ 7 | VEEV | SH | $9.4M | 3.99% | 52,738 | — | — | |
| ▸ 8 | TDG | SH | $8.1M | 3.45% | 6,078 | — | — | |
| ▸ 9 | PCOR | SH | $7.2M | 3.06% | 176,896 | — | — | |
| ▸ 10 | IIIV | SH | $4.6M | 1.96% | 215,319 | — | — |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Long Path Partners LP hold as of Q2 2026?
Long Path Partners LP reported 10 positions worth $234.6M in its Q2 2026 13F filing. Largest positions: NCNO (25.4%), MLAB (20.2%), ALKT (17.3%), CPAY (12.4%) and TYL (7.8%).
What did Long Path Partners LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Long Path Partners LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.