Long Path Partners LP reported 10 positions worth $234.64M for the quarter ended Jun 30, 2026, up 6.6% on the prior quarter. It opened 1 new position, added to 4, trimmed 5 and exited 0. Its largest holding is nCino, Inc. at 25.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPSC Sps Commerce Inc | +180.9K | – | $10.34M | 4.41% |
| ALKT Alkami Technology, Inc. | +440.3K | +24.5% | $7.98M | 17.29% |
| MLAB Mesa Laboratories Inc | +71.5K | +17.6% | $7.12M | 20.24% |
| VEEV Veeva Systems Inc | +19.8K | +60.3% | $3.52M | 3.99% |
| TYL Tyler Technologies Inc | +2,333 | +3.9% | $682.31K | 7.81% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPSC Sps Commerce Inc | +180.9K | $10.34M | 4.41% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NCNO nCino, Inc. | Technology | 3.64M | $59.50M | 25.36% | -780.5K | -17.7% | Reduced | 3.04% |
| 2 | MLAB Mesa Laboratories Inc | Healthcare | 477.1K | $47.50M | 20.24% | +71.5K | +17.6% | Added | 8.43% |
| 3 | ALKT Alkami Technology, Inc. | Technology | 2.24M | $40.58M | 17.29% | +440.3K | +24.5% | Added | 2.09% |
| 4 | CPAY Corpay, Inc. | Technology | 87.5K | $29.15M | 12.42% | -823 | -0.9% | Reduced | 0.13% |
| 5 | TYL Tyler Technologies Inc | Technology | 62.6K | $18.32M | 7.81% | +2,333 | +3.9% | Added | 0.13% |
| 6 | SPSC Sps Commerce Inc | Technology | 180.9K | $10.34M | 4.41% | +180.9K | – | New | 0.5% |
| 7 | VEEV Veeva Systems Inc | Technology | 52.7K | $9.36M | 3.99% | +19.8K | +60.3% | Added | 0.03% |
| 8 | TDG TransDigm Group INC | Industrials | 6,078 | $8.10M | 3.45% | -400 | -6.2% | Reduced | 0.01% |
| 9 | PCOR Procore Technologies, Inc. | Technology | 176.9K | $7.19M | 3.06% | -32.3K | -15.4% | Reduced | 0.12% |
| 10 | IIIV i3 Verticals, Inc. | Technology | 215.3K | $4.60M | 1.96% | -604.3K | -73.7% | Reduced | 1.18% |
Tip. Select a row to see that position’s full history at Long Path Partners.
As of its Q2 2026 13F filing, Long Path Partners LP’s five largest positions were nCino, Inc. (NCNO) at 25.4%, Mesa Laboratories Inc (MLAB) at 20.2%, Alkami Technology, Inc. (ALKT) at 17.3%, Corpay, Inc. (CPAY) at 12.4%, Tyler Technologies Inc (TYL) at 7.8% of the reported portfolio.
Long Path Partners LP reported a 13F portfolio worth $234.64M across 10 positions for Q2 2026. That is up 6.6% from the previous quarter.
Its largest purchases by value were Sps Commerce Inc ($10.34M), Alkami Technology, Inc. ($7.98M), Mesa Laboratories Inc ($7.12M). It opened 1 new positions.
Its largest sales by value were i3 Verticals, Inc. ($12.91M), nCino, Inc. ($12.76M), Procore Technologies, Inc. ($1.31M). It exited 0 positions entirely.
From the Form 13F-HR reports Long Path Partners LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.