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CIK: 0001905112
Total reported value
$234.6M
$234.6M
11 檔
102.2%
As reported in its official Q4 2024 Form 13F filing, Long Path Partners LP's tracked investment portfolio stood at $234.6M with 11 total positions.
During Q4 2024, Long Path Partners LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NCNO | Ncino Inc | Stock-Other | 35.58% | -4.72% | -12.15% | |
| 2 | PCOR | Procore Technologies Inc | Stock-Tech | 12.47% | -2.36% | +43.43% | |
| 3 | DCBO | Docebo Inc | Stock-Other | 10.74% | — | +1.20% | |
| 4 | CRM | Salesforce Inc | Stock-Tech | 9.76% | — | -10.62% | |
| 5 | CPAY | Corpay Inc | Stock-Tech | 9.13% | +0.75% | -38.79% | |
| 6 | IIIV | I3 Verticals Inc-class A | Stock-Other | 7.32% | -6.36% | +5.00% | |
| 7 | SAMG | Silvercrest Asset Manageme-a | Stock-Other | 5.61% | — | — | |
| 8 | WDAY | Workday Inc-class A | Stock-Tech | 3.93% | — | — | |
| 9 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 2.24% | — | — | |
| 10 | ALKT | Alkami Technology Inc | Stock-Other | 2.01% | +4.48% | -19.57% | |
| 11 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 1.21% | — | -82.81% |
According to official SEC Form 13F filings, Long Path Partners LP reported a total U.S. public equity portfolio value of $234.6M across 11 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NCNO, PCOR, DCBO) accounted for 102.2% of total reported equity market value during Q4 2024.
During Q4 2024, Long Path Partners LP's top holdings by market value included NCNO (35.6%)、PCOR (12.5%)、DCBO (10.7%). The largest single position, NCNO, represented 35.6% of total portfolio value.
In Q4 2024, Long Path Partners LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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