The Analysis of Long Path Partners LP's Holdings & P&L

Currently, Long Path Partners LP holds 9 types of securities in its portfolio with a total value $220.1M. In the most recent quarter, they have increased their positions in TYL (+60.3K shares, valued at $20.6M), MLAB (+178.4K shares, valued at $15.8M), NCNO (+753.7K shares, valued at $11.3M); decreased their positions in ALKT (-1.3M shares, valued at $21.0M), N/A (-46.8K shares, valued at $13.6M), IIIV (-273.8K shares, valued at $6.1M); initiated new positions in TYL (+60.3K shares, valued at $20.6M), TDG (+6.5K shares, valued at $7.5M), VEEV (+32.9K shares, valued at $5.8M).

1M P&L

-1.1M-0.59%

3M P&L

+1.1M+0.57%

HY P&L

-51.0M-21.45%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application206.4M

82.0%

2Software - Infrastructure27.5M

10.9%

3Scientific & Technical Instruments17.8M

7.1%

Top Industries by Stock Count

1Software - Application4 stocks

66.7%

2Software - Infrastructure1 stocks

16.7%

3Scientific & Technical Instruments1 stocks

16.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NCNO NCINO INC4.4M shares20.56%2026-03-312026-05-14

MLAB MESA LABS INC405.6K shares78.50%2026-03-312026-05-14

ALKT ALKAMI TECHNOLOGY INC1.8M shares-42.72%2026-03-312026-05-14

CORPAY INC CORPAY INC88.3K shares-34.67%2026-03-312026-05-14

TYL TYLER TECHNOLOGIES INC60.3K sharesnew addition2026-03-312026-05-14

IIIV I3 VERTICALS INC819.6K shares-25.04%2026-03-312026-05-14

PCOR PROCORE TECHNOLOGIES INC209.2K shares-16.60%2026-03-312026-05-14

TDG TRANSDIGM GROUP INC6.5K sharesnew addition2026-03-312026-05-14

Sponsored

VEEV VEEVA SYS INC32.9K sharesnew addition2026-03-312026-05-14

NCNO

NCINO INC

20.56%

Shares4.4M

Event2026-03-31

Filed2026-05-14

MLAB

MESA LABS INC

78.50%

Shares405.6K

Event2026-03-31

Filed2026-05-14

ALKT

ALKAMI TECHNOLOGY INC

-42.72%

Shares1.8M

Event2026-03-31

Filed2026-05-14

CORPAY INC

-34.67%

Shares88.3K

Event2026-03-31

Filed2026-05-14

TYL

TYLER TECHNOLOGIES INC

New

Shares60.3K

Event2026-03-31

Filed2026-05-14

IIIV

I3 VERTICALS INC

-25.04%

Shares819.6K

Event2026-03-31

Filed2026-05-14

PCOR

PROCORE TECHNOLOGIES INC

-16.60%

Shares209.2K

Event2026-03-31

Filed2026-05-14

TDG

TRANSDIGM GROUP INC

New

Shares6.5K

Event2026-03-31

Filed2026-05-14

VEEV

VEEVA SYS INC

New

Shares32.9K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available