Long Path Partners Lp Top Holdings and 13F Report (2026) About Long Path Partners LpInvestment ActivityLong Path Partners Lp has $234.64 million in total holdings as of June 30, 2026.Long Path Partners Lp owns shares of 10 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 12.63% of the portfolio was purchased this quarter.About 11.84% of the portfolio was sold this quarter.This quarter, Long Path Partners Lp has purchased 9 new stocks and bought additional shares in 4 stocks.Long Path Partners Lp sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings nCino $59,504,877Mesa Laboratories $47,497,893Alkami Technology $40,580,175CORPAY INC $29,151,793Tyler Technologies $18,320,279 Largest New Holdings this Quarter 78463M107 - SPS Commerce $10,342,739 Holding Largest Purchases this Quarter SPS Commerce 180,912 shares (about $10.34M)Alkami Technology 440,308 shares (about $7.98M)Mesa Laboratories 71,543 shares (about $7.12M)Veeva Systems 19,829 shares (about $3.52M)Tyler Technologies 2,333 shares (about $682.31K) Largest Sales this Quarter i3 Verticals 604,306 shares (about $12.91M)nCino 780,503 shares (about $12.76M)Procore Technologies 32,290 shares (about $1.31M)Transdigm Group 400 shares (about $532.82K)CORPAY INC 823 shares (about $274.28K) 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$59,504,877$12,761,224 â–¼-17.7%3,639,44225.4%TechnologyMLABMesa Laboratories$47,497,893$7,122,106 â–²17.6%477,12620.2%HealthcareALKTAlkami Technology$40,580,175$7,978,381 â–²24.5%2,239,52417.3%TechnologyCORPAY INC$29,151,793$274,281 â–¼-0.9%87,47212.4%COM SHSTYLTyler Technologies$18,320,279$682,309 â–²3.9%62,6427.8%TechnologySPSCSPS Commerce$10,342,739$10,342,739 â–²New Holding180,9124.4%TechnologyVEEVVeeva Systems$9,359,413$3,519,053 â–²60.3%52,7384.0%HealthcareTDGTransdigm Group$8,096,139$532,816 â–¼-6.2%6,0783.5%IndustrialsPCORProcore Technologies$7,185,516$1,311,620 â–¼-15.4%176,8963.1%TechnologyIIIVi3 Verticals$4,599,214$12,907,977 â–¼-73.7%215,3192.0%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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.
