Long Path Partners LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LP Long Path Partners LP | Institutional Filer | ▼ 24.71% | $220.1M | 9 |
Current Portfolio Holdings
Showing all 9 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NCNO | nCino, Inc. | Technology | 4.4M | $66.2M | 30.08% |
| 2 | MLAB | Mesa Laboratories, Inc. | Technology | 406K | $35.9M | 16.29% |
| 3 | ALKT | Alkami Technology, Inc. | Technology | 1.8M | $28.2M | 12.81% |
| 4 | CPAY | Corpay, Inc. | Technology | 88K | $25.7M | 11.67% |
| 5 | TYL | Tyler Technologies, Inc. | Technology | 60K | $20.6M | 9.38% |
| 6 | IIIV | i3 Verticals, Inc. | Technology | 820K | $18.3M | 8.32% |
| 7 | PCOR | Procore Technologies, Inc. | Technology | 209K | $11.9M | 5.42% |
| 8 | TDG | TransDigm Group Incorporated | Industrials | 6K | $7.5M | 3.41% |
| 9 | VEEV | Veeva Systems Inc. | Healthcare | 33K | $5.8M | 2.63% |
Showing 1 to 9 of 9 holdings