Long Path Partners
Long Path Partners reported 10 stocks worth $235M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are NCNO (25.4%), MLAB (20.2%) and ALKT (17.3%). Compared with Q1 2026, the fund opened new positions in SPSC, added to MLAB, ALKT and TYL and trimmed NCNO, CPAY and TDG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NCNO Ncino Inc | $59.5M | 25.4% | 3.6M | −781K (−18%) | 8 of 8 | |
| 2 |  MLAB Mesa Labs Inc | $47.5M | 20.2% | 477K | +72K (+18%) | 3 of 8 | |
| 3 |  ALKT Alkami Technology Inc | $40.6M | 17.3% | 2.2M | +440K (+24%) | 8 of 8 | |
| 4 |  CPAY Corpay Inc | $29.2M | 12.4% | 87K | −823 (−1%) | 8 of 8 | |
| 5 |  TYL Tyler Technologies Inc | $18.3M | 7.8% | 63K | +2,333 (+4%) | 2 of 8 | |
| 6 |  SPSC Sps Comm Inc | $10.3M | 4.4% | 181K | New position | 1 of 8 | |
| 7 |  VEEV Veeva Sys Inc Class Class A | $9.4M | 4.0% | 53K | +20K (+60%) | 2 of 8 | |
| 8 |  TDG Transdigm Group Inc | $8.1M | 3.5% | 6,078 | −400 (−6%) | 2 of 8 | |
| 9 |  PCOR Procore Technologies Inc | $7.2M | 3.1% | 177K | −32K (−15%) | 8 of 8 | |
| 10 |  IIIV I3 Verticals Inc | $4.6M | 2.0% | 215K | −604K (−74%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Long Path Partners 13F FAQ
What does Long Path Partners own?
Long Path Partners reported 10 stocks worth $235M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are NCNO (25.4%), MLAB (20.2%) and ALKT (17.3%). The table above lists every position in the filing (the top 10 without an account).
What did Long Path Partners buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 4 added to, 5 trimmed and 0 sold out. New positions include SPSC.
When will Long Path Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Long Path Partners's portfolio worth?
The Q2 2026 filing reports $235M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.