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CIK: 0001905112
Total reported value
$234.6M
$234.6M
7 檔
109.2%
At the close of Q4 2025, Long Path Partners LP disclosed equity holdings valued at approximately $234.6M, spread across 7 reported holdings.
Long Path Partners LP executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 3 positions.
In terms of portfolio concentration, the top 5 core holdings (including NCNO, ALKT, CPAY) accounted for 109.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
MLAB
市值: $17.8M
Top Position Liquidated / Trimmed
IWM
前期市值: $516.6K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NCNO | Ncino Inc | Stock-Other | 32.15% | -4.72% | +8.92% | |
| 2 | ALKT | Alkami Technology Inc | Stock-Other | 24.78% | +4.48% | +22.28% | |
| 3 | CPAY | Corpay Inc | Stock-Tech | 13.91% | +0.75% | -0.60% | |
| 4 | IIIV | I3 Verticals Inc-class A | Stock-Other | 9.42% | -6.36% | +5.15% | |
| 5 | DCBO | Docebo Inc | Stock-Other | 7.40% | — | -3.95% | |
| 6 | PCOR | Procore Technologies Inc | Stock-Tech | 6.24% | -2.36% | -10.14% | |
| 7 | MLAB | Mesa Laboratories Inc | Stock-Other | 6.10% | +3.95% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALKT | Alkami Technology Inc | +1.7% | +22.28% | Add |
| 2 | CPAY | Corpay Inc | -0.3% | -0.60% | Trim |
| 3 | NCNO | Ncino Inc | -0.8% | +8.92% | Add |
| 4 | PCOR | Procore Technologies Inc | -1.1% | -10.14% | Trim |
| 5 | DCBO | Docebo Inc | -2.6% | -3.95% | Trim |
| 6 | IIIV | I3 Verticals Inc-class A | -2.8% | +5.15% | Add |
| 7 | MLAB | Mesa Laboratories Inc | — | NEW | New buy |
| 8 | IWM | Ishares Russell 2000 ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Long Path Partners LP reported a total U.S. public equity portfolio value of $234.6M across 7 disclosed positions in Q4 2025.
During Q4 2025, Long Path Partners LP's top holdings by market value included NCNO (32.1%)、ALKT (24.8%)、CPAY (13.9%). The largest single position, NCNO, represented 32.1% of total portfolio value.
In Q4 2025, Long Path Partners LP made 8 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 3 holdings, and fully liquidating 1 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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