13FBOX
Long Path Partners LP · 13F Holdings
Options Calculator Rankings

Long Path Partners LP

No.6591 Data as of 2026Q2
Latest AUM (Q2 2026)
$234.6M
QoQ Change Q1 2026
+$14.5M+6.6%
Holdings
10
New Buys
1
Adds
4
Reduces
5
Exits
0
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NNCINO INCNCNO
25.36%30.08%$59.5M3.6M$66.2M4.4M-780,503-17.66%Reduce
MESA LABS INCMLAB
20.24%16.29%$47.5M477,126$35.9M405,583+71,543+17.64%Add
ALKAMI TECHNOLOGY INCALKT
17.29%12.81%$40.6M2.2M$28.2M1.8M+440,308+24.47%Add
CORPAY INCCPAY
12.42%11.67%$29.2M87,472$25.7M88,295-823-0.93%Reduce
TTYLER TECHNOLOGIES INCTYL
7.81%9.38%$18.3M62,642$20.6M60,309+2,333+3.87%Add
SSPS COMM INCSPSC
4.41%$10.3M180,912$00+180,912New Buy
VEEVA SYS INCVEEV
3.99%2.63%$9.4M52,738$5.8M32,909+19,829+60.25%Add
TRANSDIGM GROUP INCTDG
3.45%3.41%$8.1M6,078$7.5M6,478-400-6.17%Reduce
PPROCORE TECHNOLOGIES INCPCOR
3.06%5.42%$7.2M176,896$11.9M209,186-32,290-15.44%Reduce
II3 VERTICALS INCIIIV
1.96%8.32%$4.6M215,319$18.3M819,625-604,306-73.73%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow