Long Path Partners LP Portfolio Holdings

Long Path Partners LP

  • $215 Million
  • Q2 2025

Long Path Partners LP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $215 Million distributed in 6 stocks.

Among their holdings, we can observe that their the top five positions include companies like: N Cino, Inc. with a value of $134M, Alkami Technology, Inc. with a value of $32.5M, I3 Verticals, Inc. with a value of $28.6M, Procore Technologies, Inc. with a value of $19.7M, and Corpay Inc with a value of $0.

Examining the 13F form we can see an increase of $15.9M in the current position value, from $199M to 215M.

Long Path Partners LP is based out at Stamford, CT

Below you can find more details about Long Path Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $215 Million
Technology: $215 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.93B
$134 Million 62.37% of portfolio
4,787,869
Q2 2025 Added 61.1%
$1.98B
$32.5 Million 15.14% of portfolio
1,078,466
Q2 2025 Added 57.32%
$715M
$28.6 Million 13.31% of portfolio
1,039,847
Q2 2025 Added 4.19%
$8.64B
$19.7 Million 9.19% of portfolio
288,280
Q2 2025 Reduced 45.18%

Summary

  • Portfolio
  • No. of Stocks 6
  • Current Value $215 Million
  • Prior Value $199 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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