Investor Details
| Filer Name: | LONG PATH PARTNERS LP |
|---|---|
| CIK: | 1905112 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-12 |
| Number of Holdings: | 11 |
| Portfolio Value: | $0.31B |
Long Path Partners Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NCNO | US | NCINO INC | 3,269,192 | $110M | 35.58% | -12.2% | - |
| PCOR | US | PROCORE TECHNOLOGIES INC | 513,551 | $38M | 12.47% | 43.4% | - |
| DCBO | US | DOCEBO INC | 740,055 | $33M | 10.74% | 1.2% | - |
| CRM | US | SALESFORCE INC | 90,119 | $30M | 9.76% | -10.6% | - |
| CPAY | US | CORPAY INC | 83,222 | $28M | 9.13% | -38.8% | - |
| IIIV | US | I3 VERTICALS INC-CLASS A | 979,777 | $23M | 7.32% | 5.0% | - |
| SAMG | US | SILVERCREST ASSET MANAGEME-A | 940,798 | $17M | 5.61% | - | - |
| WDAY | US | WORKDAY INC-CLASS A | 47,053 | $12M | 3.93% | 100.0% | - |
| CHTR | US | CHARTER COMMUNICATIONS INC-A | 20,171 | $7M | 2.24% | 100.0% | - |
| ALKT | US | ALKAMI TECHNOLOGY INC | 169,498 | $6M | 2.01% | -19.6% | - |
| LBRDK | US | LIBERTY BROADBAND-C | 49,930 | $4M | 1.21% | -82.8% | - |