Long Path Partners Lp Top Holdings and 13F Report (2026) About Long Path Partners LpInvestment ActivityLong Path Partners Lp has $220.15 million in total holdings as of March 31, 2026.Long Path Partners Lp owns shares of 9 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 27.71% of the portfolio was purchased this quarter.About 29.44% of the portfolio was sold this quarter.This quarter, Long Path Partners Lp has purchased 7 new stocks and bought additional shares in 2 stocks.Long Path Partners Lp sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings nCino $66,210,776Mesa Laboratories $35,861,649Alkami Technology $28,193,715CORPAY INC $25,692,962Tyler Technologies $20,648,595 Largest New Holdings this Quarter 902252105 - Tyler Technologies $20,648,595 Holding893641100 - Transdigm Group $7,507,743 Holding922475108 - Veeva Systems $5,780,795 Holding Largest Purchases this Quarter Tyler Technologies 60,309 shares (about $20.65M)Mesa Laboratories 178,360 shares (about $15.77M)nCino 753,723 shares (about $11.29M)Transdigm Group 6,478 shares (about $7.51M)Veeva Systems 32,909 shares (about $5.78M) Largest Sales this Quarter Alkami Technology 1,341,899 shares (about $21.03M)CORPAY INC 46,849 shares (about $13.63M)i3 Verticals 273,793 shares (about $6.12M)Procore Technologies 41,646 shares (about $2.37M) 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$66,210,776$11,290,771 â–²20.6%4,419,94530.1%Computer and TechnologyMLABMesa Laboratories$35,861,649$15,770,591 â–²78.5%405,58316.3%MedicalALKTAlkami Technology$28,193,715$21,027,558 â–¼-42.7%1,799,21612.8%Computer and TechnologyCORPAY INC$25,692,962$13,632,590 â–¼-34.7%88,29511.7%COM SHSTYLTyler Technologies$20,648,595$20,648,595 â–²New Holding60,3099.4%Computer and TechnologyIIIVi3 Verticals$18,326,815$6,122,011 â–¼-25.0%819,6258.3%Computer and TechnologyPCORProcore Technologies$11,923,602$2,373,822 â–¼-16.6%209,1865.4%Computer and TechnologyTDGTransdigm Group$7,507,743$7,507,743 â–²New Holding6,4783.4%AerospaceVEEVVeeva Systems$5,780,795$5,780,795 â–²New Holding32,9092.6%MedicalDCBODocebo$0$21,646,954 â–¼-100.0%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 Email Me a Login Link 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.
