Long Path Partners Lp Top Holdings and 13F Report (2025) About Long Path Partners LpInvestment ActivityLong Path Partners Lp has $308.57 million in total holdings as of December 31, 2024.Long Path Partners Lp owns shares of 11 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 10.43% of the portfolio was purchased this quarter.About 18.49% of the portfolio was sold this quarter.This quarter, Long Path Partners Lp has purchased 10 new stocks and bought additional shares in 3 stocks.Long Path Partners Lp sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings nCino $109,779,467Procore Technologies $38,480,376Docebo $33,132,262Salesforce $30,129,486CORPAY INC $28,163,989 Largest New Holdings this Quarter Workday $12,141,085 HoldingCharter Communications $6,914,013 Holding Largest Purchases this Quarter Workday 47,053 shares (about $12.14M)Procore Technologies 155,501 shares (about $11.65M)Charter Communications 20,171 shares (about $6.91M)i3 Verticals 46,679 shares (about $1.08M)Docebo 8,756 shares (about $392.01K) Largest Sales this Quarter Liberty Broadband 240,519 shares (about $17.98M)CORPAY INC 52,750 shares (about $17.85M)nCino 452,214 shares (about $15.19M)Salesforce 10,708 shares (about $3.58M)Alkami Technology 41,250 shares (about $1.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLong Path Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNCNOnCino$109,779,467$15,185,346 ▼-12.2%3,269,19235.6%Computer and TechnologyPCORProcore Technologies$38,480,376$11,651,690 ▲43.4%513,55112.5%Computer and TechnologyDCBODocebo$33,132,262$392,006 ▲1.2%740,05510.7%Computer and TechnologyCRMSalesforce$30,129,486$3,580,006 ▼-10.6%90,1199.8%Computer and TechnologyCORPAY INC$28,163,989$17,851,655 ▼-38.8%83,2229.1%COM SHSIIIVi3 Verticals$22,574,062$1,075,484 ▲5.0%979,7777.3%Computer and TechnologySAMGSilvercrest Asset Management Group$17,301,2750.0%940,7985.6%FinanceWDAYWorkday$12,141,085$12,141,085 ▲New Holding47,0533.9%Computer and TechnologyCHTRCharter Communications$6,914,013$6,914,013 ▲New Holding20,1712.2%Consumer DiscretionaryALKTAlkami Technology$6,217,187$1,513,050 ▼-19.6%169,4982.0%Computer and TechnologyLBRDKLiberty Broadband$3,732,768$17,981,206 ▼-82.8%49,9301.2%Consumer DiscretionaryLBRDALiberty Broadband$0$947,728 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
