Long Path Partners LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TYLER TECHNOLOGIES INC(TYL) | 0 | 60,309 | +60,309 | 0 | 20,648,595 | 9.38% | +20,648,595 |
| MESA LABS INC | 227,223 | 405,583 | +178,360 | 17,837,006 | 35,861,649 | 16.29% | +18,024,643 |
| TRANSDIGM GROUP INC(TDG) | 0 | 6,478 | +6,478 | 0 | 7,507,743 | 3.41% | +7,507,743 |
| VEEVA SYS INC(VEEV) | 0 | 32,909 | +32,909 | 0 | 5,780,795 | 2.63% | +5,780,795 |
| PROCORE TECHNOLOGIES INC(PCOR) | 250,832 | 209,186 | -41,646 | 18,245,520 | 11,923,602 | 5.42% | -6,321,918 |
| I3 VERTICALS INC | 1,093,418 | 819,625 | -273,793 | 27,543,199 | 18,326,815 | 8.32% | -9,216,384 |
| CORPAY INC(CPAY) | 135,144 | 88,295 | -46,849 | 40,668,884 | 25,692,962 | 11.67% | -14,975,922 |
| DOCEBO INC | 975,088 | 0 | -975,088 | 21,646,954 | 0 | — | -21,646,954 |
| NCINO INC(NCNO) | 3,666,222 | 4,419,945 | +753,723 | 94,001,932 | 66,210,776 | 30.08% | -27,791,156 |
| ALKAMI TECHNOLOGY INC(ALKT) | 3,141,115 | 1,799,216 | -1,341,899 | 72,465,523 | 28,193,715 | 12.81% | -44,271,808 |