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Long Path Partners LP

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13F filer, CIK 1905112, Stamford, CT

Long Path Partners LP reported $292,409,018 across 7 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-000992

Period
2025-12-31
Reported value
$292M
Holdings
7
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MLABnew+227,223$17.8M
ALKTadded+572,292$13.2M
NCNOadded+300,221$7.7M
IIIVadded+53,571$1.35M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PCORreduced-28,315-$2.06M
DCBOreduced-40,100-$890K
IWMexited-2,135-$517K
CPAYreduced-820-$247K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0000919574-26-000992, largest first. % of portfolio is the value over $292,409,018, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,721,406 shares; 2024Q4: 3,269,192 shares; 2025Q1: 2,972,001 shares; 2025Q2: 4,787,869 shares; 2025Q3: 3,366,001 shares; 2025Q4: 3,666,222 shares 3,666,222$94M32.15%+300,221Timeline
ALKTALKAMI TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,748 shares; 2024Q4: 169,498 shares; 2025Q1: 685,532 shares; 2025Q2: 1,078,466 shares; 2025Q3: 2,568,823 shares; 2025Q4: 3,141,115 shares 3,141,115$72.5M24.78%+572,292Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,972 shares; 2024Q4: 83,222 shares; 2025Q1: 97,527 shares; 2025Q2: 138,003 shares; 2025Q3: 135,964 shares; 2025Q4: 135,144 shares 135,144$40.7M13.91%-820Timeline
IIIVI3 VERTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933,098 shares; 2024Q4: 979,777 shares; 2025Q1: 997,996 shares; 2025Q2: 1,039,847 shares; 2025Q3: 1,039,847 shares; 2025Q4: 1,093,418 shares 1,093,418$27.5M9.42%+53,571Timeline
DCBODOCEBO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731,299 shares; 2024Q4: 740,055 shares; 2025Q1: 901,574 shares; 2025Q2: 1,176,750 shares; 2025Q3: 1,015,188 shares; 2025Q4: 975,088 shares 975,088$21.6M7.4%-40,100Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,050 shares; 2024Q4: 513,551 shares; 2025Q1: 525,876 shares; 2025Q2: 288,280 shares; 2025Q3: 279,147 shares; 2025Q4: 250,832 shares 250,832$18.2M6.24%-28,315Timeline
MLABMESA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 227,223 shares 227,223$17.8M6.1%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IWMISHARES TR2,135$517Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-26-000992 base2026-02-17acceptance time not in the bulk data set