Long Path Partners LP
Annual return '25
+18.4%
SPY '25
+17.7%
Alpha
+0.7ptsvs SPY
Invested
$381.5M
Holdings
9
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NCNO
NCINO INC
Q4 2025: Exited (was 3.37M shares)
30.1%
02
$MLAB
MESA LABS INC
Held since at least Q1 2024
16.3%
03
$ALKT
ALKAMI TECHNOLOGY INC
Q4 2025: Exited (was 2.57M shares)
12.8%
04
$CPAY
CORPAY INC
Q4 2025: Exited (was 136.0k shares)
11.7%
05
$TYL
TYLER TECHNOLOGIES INC
Held since at least Q1 2024
9.4%
06
$IIIV
I3 VERTICALS INC
Q4 2025: Exited (was 1.04M shares)
8.3%
07
$PCOR
PROCORE TECHNOLOGIES INC
Q4 2025: Exited (was 279.1k shares)
5.4%
08
$TDG
TRANSDIGM GROUP INC
Held since at least Q1 2024
3.4%
09
$VEEV
VEEVA SYS INC
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:24 UTC.