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Name: |
Long Path Partners LP |
City: |
Stamford |
State: |
CT |
Zip: |
06901 |
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Holdings
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9 |
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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 |
- |
$278.94 |
$42,409,000 |
137,451 |
22.32% |
-2,798,000 |
-22,511 |
0.191 |
Business Services |
|
NCNO |
nCino, Inc. |
2 |
- |
$31.74 |
$38,561,000 |
1,031,606 |
20.29% |
19,321,000 |
459,485 |
0.936 |
N/A |
|
ALKT |
Alkami Technology, Inc. |
3 |
- |
$28.87 |
$29,805,000 |
1,213,076 |
15.69% |
-8,234,000 |
-355,526 |
1.45 |
N/A |
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CRM |
Salesforce.com Inc |
4 |
- |
$287.07 |
$24,103,000 |
80,029 |
12.68% |
-15,008,000 |
-68,602 |
0.009 |
Internet Software & S... |
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DCBO |
Docebo Ord Shs |
5 |
- |
$0.00 |
$19,433,000 |
396,753 |
10.23% |
-5,395,000 |
-116,431 |
1.214 |
N/A |
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LBRDK |
Liberty Broadband Corporation |
6 |
- |
$53.39 |
$17,873,000 |
312,309 |
9.41% |
-9,464,000 |
-26,901 |
0.209 |
N/A |
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SAMG |
Silvercrest Asset Managemen... |
7 |
- |
$15.62 |
$12,018,000 |
760,171 |
6.32% |
-317,000 |
34,611 |
5.758 |
N/A |
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PCOR |
Procore Technologies, Inc. |
8 |
- |
$70.38 |
$5,077,000 |
61,782 |
2.67% |
370,000 |
-6,225 |
0.048 |
N/A |
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LBRDA |
Liberty Broadband Corporation |
9 |
- |
$53.65 |
$741,000 |
12,973 |
0.39% |
-738,000 |
-5,370 |
0.049 |
N/A |
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