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CIK: 0001905112
Total reported value
$234.6M
$234.6M
9 檔
75.3%
During the Q1 2026 filing period, Long Path Partners LP (CIK: 0001905112) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $234.6M across 9 reported positions.
Long Path Partners LP executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 1 holdings and trimming 4 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NCNO | Ncino Inc | Stock-Other | 30.08% | -4.72% | +20.56% | |
| 2 | MLAB | Mesa Laboratories Inc | Stock-Other | 16.29% | +3.95% | +78.50% | |
| 3 | ALKT | Alkami Technology Inc | Stock-Other | 12.81% | +4.48% | -42.72% | |
| 4 | CPAY | Corpay Inc | Stock-Tech | 11.67% | +0.75% | -34.67% | |
| 5 | TYL | Tyler Technologies Inc | Stock-Tech | 9.38% | -1.57% | — | |
| 6 | IIIV | I3 Verticals Inc-class A | Stock-Other | 8.32% | -6.36% | -25.04% | |
| 7 | PCOR | Procore Technologies Inc | Stock-Tech | 5.42% | -2.36% | -16.60% | |
| 8 | TDG | Transdigm Group Inc | Stock-Industrials | 3.41% | +0.04% | — | |
| 9 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.63% | +1.36% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MLAB | Mesa Laboratories Inc | +10.2% | +78.50% | Add |
| 2 | PCOR | Procore Technologies Inc | -0.8% | -16.60% | Trim |
| 3 | IIIV | I3 Verticals Inc-class A | -1.1% | -25.04% | Trim |
| 4 | NCNO | Ncino Inc | -2.1% | +20.56% | Add |
| 5 | CPAY | Corpay Inc | -2.2% | -34.67% | Trim |
| 6 | ALKT | Alkami Technology Inc | -12% | -42.72% | Trim |
| 7 | DCBO | Docebo Inc | — | EXIT | Sold out |
| 8 | TYL | Tyler Technologies Inc | — | NEW | New buy |
| 9 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 10 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
According to official SEC Form 13F filings, Long Path Partners LP reported a total U.S. public equity portfolio value of $234.6M across 9 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including NCNO, MLAB, ALKT) accounted for 75.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
TYL
市值: $20.6M
Top Position Liquidated / Trimmed
DCBO
前期市值: $21.6M
During Q1 2026, Long Path Partners LP's top holdings by market value included NCNO (30.1%)、MLAB (16.3%)、ALKT (12.8%). The largest single position, NCNO, represented 30.1% of total portfolio value.
In Q1 2026, Long Path Partners LP made 10 total portfolio adjustments, initiating 3 new buys, adding to 2 positions, trimming 4 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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