Investor
Long Path Partners LP
CIK 0001905112 · filed 2026-05-14 · SEC filing
13F book
$220.1M
Positions
9
3 new · 1 sold
Largest name
30.1%
nCino, Inc. · NCNO
Est. mark
−$56.6M
Price effect on 6 names still held. Flow −$15.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| nCino, Inc. | NCNO | 4.42M | $66.2M | 30.1% | −$39.1M | Added−$27.8M |
| Mesa Labs Inc | — | 405.6K | $35.9M | 16.3% | $2.25M | Added$18M |
| Alkami Technology, Inc. | ALKT | 1.8M | $28.2M | 12.8% | −$13.3M | Cut−$44.3M |
| Corpay, Inc. | CPAY | 88.3K | $25.7M | 11.7% | −$877.7K | Cut−$15M |
| Tyler Technologies Inc | TYL | 60.3K | $20.6M | 9.4% | — | New |
| i3 Verticals, Inc. | IIIV | 819.6K | $18.3M | 8.3% | −$2.32M | Cut−$9.22M |
| Procore Technologies, Inc. | PCOR | 209.2K | $11.9M | 5.4% | −$3.29M | Cut−$6.32M |
| Transdigm Group Inc | TDG | 6.48K | $7.51M | 3.4% | — | New |
| Veeva Sys Inc | — | 32.9K | $5.78M | 2.6% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.