Data as of Q4 2025 (Dec 31, 2025)

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

MLAB
MESA LABS INC
NEW
6.1% of portfolio
ALKT
ALKAMI TECHNOLOGY INC
+22.3%
24.8% of portfolio
NCNO
NCINO INC
+8.9%
32.1% of portfolio
IIIV
I3 VERTICALS INC
+5.2%
9.4% of portfolio

📉 Biggest Sells

PCOR
PROCORE TECHNOLOGIES INC
-10.1%
6.2% of portfolio
DCBO
DOCEBO INC
-4.0%
7.4% of portfolio
CPAY
CORPAY INC
-0.6%
13.9% of portfolio

Sector Breakdown

Other100.0%

🚪 Exited Positionssold since Q3 2025

IWM
ISHARES TR
SOLD
$516.6K

Changes from Q3 2025

NEW1 new position
↑3 increased
↓3 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

NCNO32.1%
NCINO INC
$94.0M
ALKT24.8%
ALKAMI TECHNOLOGY INC
$72.5M
CPAY13.9%
CORPAY INC
$40.7M
IIIV9.4%
I3 VERTICALS INC
$27.5M
DCBO7.4%
DOCEBO INC
$21.6M

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