Long Path Partners Lp Top Holdings and 13F Report (2025) About Long Path Partners LpInvestment ActivityLong Path Partners Lp has $258.68 million in total holdings as of March 31, 2025.Long Path Partners Lp owns shares of 10 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 10.34% of the portfolio was purchased this quarter.About 15.02% of the portfolio was sold this quarter.This quarter, Long Path Partners Lp has purchased 11 new stocks and bought additional shares in 6 stocks.Long Path Partners Lp sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings nCino $81,640,868Procore Technologies $34,718,333CORPAY INC $34,009,615Docebo $25,884,190i3 Verticals $24,620,561 Largest Purchases this Quarter Alkami Technology 516,034 shares (about $13.55M)CORPAY INC 14,305 shares (about $4.99M)Docebo 161,519 shares (about $4.64M)Workday 9,858 shares (about $2.30M)Procore Technologies 12,325 shares (about $813.70K) Largest Sales this Quarter nCino 297,191 shares (about $8.16M)Silvercrest Asset Management Group 30,470 shares (about $498.49K)Liberty Broadband 646 shares (about $54.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLong Path Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNCNOnCino$81,640,868$8,163,837 ▼-9.1%2,972,00131.6%Computer and TechnologyPCORProcore Technologies$34,718,333$813,696 ▲2.4%525,87613.4%Computer and TechnologyCORPAY INC$34,009,615$4,988,440 ▲17.2%97,52713.1%COM SHSDCBODocebo$25,884,190$4,637,211 ▲21.8%901,57410.0%Computer and TechnologyIIIVi3 Verticals$24,620,561$449,463 ▲1.9%997,9969.5%Computer and TechnologyALKTAlkami Technology$17,995,215$13,545,893 ▲304.4%685,5327.0%Computer and TechnologySAMGSilvercrest Asset Management Group$14,892,966$498,489 ▼-3.2%910,3285.8%FinanceWDAYWorkday$13,290,426$2,302,139 ▲21.0%56,9115.1%Computer and TechnologyCHTRCharter Communications$7,433,6190.0%20,1712.9%Consumer DiscretionaryLBRDKLiberty Broadband$4,191,605$54,942 ▼-1.3%49,2841.6%Consumer DiscretionaryCRMSalesforce$0$30,129,486 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
