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

Currently, Long Path Partners LP holds 10 types of securities in its portfolio with a total value $234.6M. In the most recent quarter, they have increased their positions in SPSC (+180.9K shares, valued at $10.3M), ALKT (+440.3K shares, valued at $8.0M), MLAB (+71.5K shares, valued at $7.1M); decreased their positions in IIIV (-604.3K shares, valued at $12.9M), NCNO (-780.5K shares, valued at $12.8M), PCOR (-32.3K shares, valued at $1.3M); initiated new positions in SPSC (+180.9K shares, valued at $10.3M).

1M P&L

+36.7M+13.98%

3M P&L

+70.0M+30.57%

HY P&L

+62.3M+26.35%

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 - Application135.9M

57.9%

2Scientific & Technical Instruments47.5M

20.2%

3Software - Infrastructure33.8M

14.4%

Top Industries by Stock Count

1Software - Application5 stocks

50.0%

2Software - Infrastructure2 stocks

20.0%

3Scientific & Technical Instruments1 stocks

10.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NCNO NCINO INC3.6M shares-17.66%2026-06-302026-07-31

MLAB MESA LABS INC477.1K shares17.64%2026-06-302026-07-31

ALKT ALKAMI TECHNOLOGY INC2.2M shares24.47%2026-06-302026-07-31

CPAY CORPAY INC87.5K shares-0.93%2026-06-302026-07-31

TYL TYLER TECHNOLOGIES INC62.6K shares3.87%2026-06-302026-07-31

SPSC SPS COMM INC180.9K sharesnew addition2026-06-302026-07-31

VEEV VEEVA SYS INC52.7K shares60.25%2026-06-302026-07-31

TDG TRANSDIGM GROUP INC6.1K shares-6.17%2026-06-302026-07-31

Sponsored

PCOR PROCORE TECHNOLOGIES INC176.9K shares-15.44%2026-06-302026-07-31

IIIV I3 VERTICALS INC215.3K shares-73.73%2026-06-302026-07-31

NCNO

NCINO INC

-17.66%

Shares3.6M

Event2026-06-30

Filed2026-07-31

MLAB

MESA LABS INC

17.64%

Shares477.1K

Event2026-06-30

Filed2026-07-31

ALKT

ALKAMI TECHNOLOGY INC

24.47%

Shares2.2M

Event2026-06-30

Filed2026-07-31

CPAY

CORPAY INC

-0.93%

Shares87.5K

Event2026-06-30

Filed2026-07-31

TYL

TYLER TECHNOLOGIES INC

3.87%

Shares62.6K

Event2026-06-30

Filed2026-07-31

SPSC

SPS COMM INC

New

Shares180.9K

Event2026-06-30

Filed2026-07-31

VEEV

VEEVA SYS INC

60.25%

Shares52.7K

Event2026-06-30

Filed2026-07-31

TDG

TRANSDIGM GROUP INC

-6.17%

Shares6.1K

Event2026-06-30

Filed2026-07-31

PCOR

PROCORE TECHNOLOGIES INC

-15.44%

Shares176.9K

Event2026-06-30

Filed2026-07-31

IIIV

I3 VERTICALS INC

-73.73%

Shares215.3K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available