Long Path Partners LP
•CIK: 1905112•Filing: Q4 2025
**Long Path Partners LP** manages $292M across a concentrated portfolio of seven positions. The fund exhibits significant conviction in select names, with its top holding, NCNO, representing $94.0M. Further notable allocations include ALKT at $72.5M and CPAY at $40.7M. This structure suggests a focused, high-conviction approach targeting specific market opportunities.
Total AUM
$292.4M
QoQ Performance
+5.7%
Positions
7
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NCNO
ALKT
CPAY
IIIV
DCBO
PCOR
MLAB
NCNO32.1%
ALKT24.8%
CPAY13.9%
IIIV9.4%
DCBO7.4%
PCOR6.2%
MLAB6.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑3 increased
↓3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022