DOSSIER · 13F-HR · Q1 2026

Long Path Partners LP

Long Path's holding co. based in London, UK — $220M in tracked AUM across 9 positions as of Q1 2026.

LP

Long Path·London, UK·Holding Co.

CIK 0001905112 · last filed Mar 31, 2026

Total AUM

$220M

▲ 18.2%

vs prior

Holdings

9

—

positions

Whale Score

71

71

strong

Activity

—

no data

changes this Q

Top sector

Tech

5% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Long Path Partners LP 13F Filing (Q3 2025)

1. Portfolio Overview

Long Path Partners LP presents a highly concentrated, high-conviction investment portfolio characterized by a sharp reduction in assets under management (AUM) and an extremely narrow focus. As of the report date September 30, 2025, the total portfolio value stands at approximately $236.92 million, representing a significant decline of 19.6% from the $294.57 million reported in the previous quarter.

...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

NCINO INC

$66M4.4M30.1%

02

MESA LABS INC

$36M406K16.3%

03

ALKAMI TECHNOLOGY INC

$28M1.8M12.8%

04

CORPAY INC

$26M88K11.7%

05

TYLER TECHNOLOGIES INC

$21M60K9.4%

06

I3 VERTICALS INC

$18M820K8.3%

07

PROCORE TECHNOLOGIES INC

$12M209K5.4%

08

TRANSDIGM GROUP INC

$8M6K3.4%

09

VEEVA SYS INC

$6M33K2.6%

Filing history

Filing history loading…