Investor
Long Path Partners LP
CIK 0001905112 · filed 2026-02-17 · SEC filing
13F book
$292.4M
Positions
7
Largest name
32.1%
nCino, Inc. · NCNO
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| nCino, Inc. | NCNO | 3.67M | $94M | 32.1% | — | Held |
| Alkami Technology, Inc. | ALKT | 3.14M | $72.5M | 24.8% | — | Held |
| Corpay, Inc. | CPAY | 135.1K | $40.7M | 13.9% | — | Held |
| i3 Verticals, Inc. | IIIV | 1.09M | $27.5M | 9.4% | — | Held |
| Docebo Inc. | DCBO | 975.1K | $21.6M | 7.4% | — | Held |
| Procore Technologies, Inc. | PCOR | 250.8K | $18.2M | 6.2% | — | Held |
| Mesa Labs Inc | — | 227.2K | $17.8M | 6.1% | — | Held |
Positions as of Q4 2025. 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.