Q2 2026 13F · SEC CIK 1905112
Long Path Partners LP
Hedge fundFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $234.6M
- Reported positions
- 10
- Top holdings a year, 3 yrs
- -1.8%
- Assets under management
- $1.7B
Long Path Partners LP is a hedge fund that reported 10 positions worth $234.6M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Ncino Inc (NCNO, 25.4%), Mesa Laboratories, Inc. (MLAB, 20.2%), Alkami Technology Inc (ALKT, 17.3%). A portfolio copying its top holdings returned -1.8% a year over the last 3 years, against 20.4% for the S&P 500.
Long Path Partners LP holdings all 10 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| NCNONcino Inc | 25.4% | -17.7% | $59.5M |
| MLABMesa Laboratories, Inc. | 20.2% | +17.6% | $47.5M |
| ALKTAlkami Technology Inc | 17.3% | +24.5% | $40.6M |
| CPAYCorpay Inc | 12.4% | -0.9% | $29.2M |
| TYLTyler Technologies Inc | 7.8% | +3.9% | $18.3M |
| SPSCSps Comm Inc | 4.4% | — | $10.3M |
| VEEVVeeva Sys Inc | 4.0% | +60.3% | $9.4M |
| TDGTransdigm Group Inc | 3.5% | -6.2% | $8.1M |
| PCORProcore Technologies Inc | 3.1% | -15.4% | $7.2M |
| IIIVI3 Verticals Inc | 2.0% | -73.7% | $4.6M |
What Long Path Partners LP bought and sold in Q2 2026, against Q1 2026.
New positions
- SPSC Sps Comm Inc4.4% of 13F
Added to
- VEEV Veeva Sys Inc+60.3% shares
- ALKT Alkami Technology Inc+24.5% shares
- MLAB Mesa Laboratories, Inc.+17.6% shares
Reduced
- IIIV I3 Verticals Inc-73.7% shares
- NCNO Ncino Inc-17.7% shares
- PCOR Procore Technologies Inc-15.4% shares
- TDG Transdigm Group Inc-6.2% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -19.6% /yr
- S&P 500 +20.1%
- 3 years
- -1.8% /yr
- S&P 500 +20.4%
- 5 years
- +5.2% /yr
- S&P 500 +19.3%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $234.6M | 10 |
| Q1 2026 | $220.1M | 9 |
| Q4 2025 | $292.4M | 7 |
| Q3 2025 | $276.6M | 7 |
| Q2 2025 | $294.6M | 6 |
| Q1 2025 | $258.7M | 10 |
| Q4 2024 | $308.6M | 11 |
| Q3 2024 | $308.3M | 10 |
| Q2 2024 | $252.3M | 10 |
| Q1 2024 | $190.0M | 9 |
| Q4 2023 | $212.3M | 9 |
| Q3 2023 | $199.6M | 9 |
Questions about Long Path Partners LP's portfolio
What stocks does Long Path Partners LP own?
Long Path Partners LP's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 10 positions worth $234.6M. The largest are Ncino Inc (NCNO) at 25.4%, Mesa Laboratories, Inc. (MLAB) at 20.2%, Alkami Technology Inc (ALKT) at 17.3%, Corpay Inc (CPAY) at 12.4% and Tyler Technologies Inc (TYL) at 7.8%.
What did Long Path Partners LP buy last quarter?
In Q2 2026, Long Path Partners LP added a new position in Sps Comm Inc (SPSC), Veeva Sys Inc (VEEV) (+60.3% shares), Alkami Technology Inc (ALKT) (+24.5% shares) and Mesa Laboratories, Inc. (MLAB) (+17.6% shares), compared with its Q1 2026 filing.
What did Long Path Partners LP sell last quarter?
In Q2 2026, Long Path Partners LP I3 Verticals Inc (IIIV) (-73.7% shares), Ncino Inc (NCNO) (-17.7% shares) and Procore Technologies Inc (PCOR) (-15.4% shares), compared with its Q1 2026 filing.
How has Long Path Partners LP's portfolio performed?
A portfolio copying Long Path Partners LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned -1.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -19.6% against +20.1%. Over 5 years: +5.2% a year against +19.3%.
When is Long Path Partners LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Long Path Partners LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Long Path Partners LP manage?
Long Path Partners LP reported $1.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $234.6M.