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Name: |
Long Path Partners LP |
City: |
Stamford |
State: |
CT |
Zip: |
06901 |
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Holdings
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10 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
CPAY |
Corpay Inc |
1 |
- |
$305.09 |
$45,207,000 |
159,962 |
21.3% |
4,514,000 |
595 |
0.192 |
Business Services |
|
CRM |
Salesforce.com Inc |
2 |
- |
$275.74 |
$39,111,000 |
148,631 |
18.42% |
4,939,000 |
-19,888 |
0.016 |
Internet Software & S... |
|
ALKT |
Alkami Technology, Inc. |
3 |
- |
$24.15 |
$38,039,000 |
1,568,602 |
17.92% |
-7,452,000 |
-928,186 |
1.875 |
N/A |
|
LBRDK |
Liberty Broadband Corporation |
4 |
- |
$50.37 |
$27,337,000 |
339,210 |
12.88% |
-4,983,000 |
-14,705 |
0.227 |
N/A |
|
DCBO |
Docebo Ord Shs |
5 |
- |
$0.00 |
$24,828,000 |
513,184 |
11.7% |
2,498,000 |
-37,901 |
1.57 |
N/A |
|
NCNO |
nCino, Inc. |
6 |
- |
$29.44 |
$19,240,000 |
572,121 |
9.06% |
10,894,000 |
309,666 |
0.519 |
N/A |
|
SAMG |
Silvercrest Asset Managemen... |
7 |
- |
$15.10 |
$12,335,000 |
725,560 |
5.81% |
820,000 |
0 |
5.496 |
N/A |
|
PCOR |
Procore Technologies, Inc. |
8 |
- |
$70.11 |
$4,707,000 |
68,007 |
2.22% |
4,707,000 |
68,007 |
0.053 |
N/A |
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LBRDA |
Liberty Broadband Corporation |
9 |
- |
$50.59 |
$1,479,000 |
18,343 |
0.7% |
-189,000 |
0 |
0.069 |
N/A |
|
TDG |
Transdigm Group Inc |
10 |
Closed |
$1,258.72 |
$0 |
0 |
0% |
-3,045,000 |
-3,612 |
0 |
Aerospace/Defense Pro... |
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