Long Path Partners LP — 13F holdings

Long Path Partners LP reported 10 holdings worth $235M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

1. NCNO NCINO INC — $59.5M (25.4%)
2. MLAB MESA LABS INC — $47.5M (20.2%)
3. ALKT ALKAMI TECHNOLOGY INC — $40.6M (17.3%)
4. CPAY Corpay Inc — $29.2M (12.4%)
5. TYL TYLER TECHNOLOGIES INC — $18.3M (7.8%)
6. SPSC SPS COMM INC — $10.3M (4.4%)
7. VEEV VEEVA SYS INC — $9.36M (4.0%)
8. TDG TRANSDIGM GROUP INC — $8.10M (3.5%)
9. PCOR PROCORE TECHNOLOGIES INC — $7.19M (3.1%)
10. IIIV I3 VERTICALS INC — $4.60M (2.0%)