LP
| |
Long Path Partners LP13F | |
| Long Path Partners LP | |
| Last update 2025-05-15 | 10 Stocks (0 new) |
| Value $259.00 Mil | Turnover 10 % |
Long Path Partners LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NCNO | Ncino Inc | 2,972,001 | 81,640.9 | -9.09% | 31.560 | -3.23% | 2.580 | +35.92% | -7.71% | 3,593.0 | Software | |
PCOR | Procore Technologies Inc | 525,876 | 34,718.3 | +2.40% | 13.420 | +0.31% | 0.350 | +24.00% | -0.24% | 11,150.4 | Software | |
CPAY | Corpay Inc | 97,527 | 34,009.6 | +17.19% | 13.150 | +1.93% | 0.140 | +9.40% | +1.69% | 24,259.6 | Software | |
DCBO | Docebo Inc | 901,574 | 25,884.2 | +21.83% | 10.010 | +1.79% | 3.040 | +4.92% | -29.25% | 934.8 | Software | |
IIIV | i3 Verticals Inc | 997,996 | 24,620.6 | +1.86% | 9.520 | +0.17% | 4.090 | +14.06% | +25.87% | 707.2 | Software | |
ALKT | Alkami Technology Inc | 685,532 | 17,995.2 | +304.45% | 6.960 | +5.24% | 0.670 | +7.13% | -23.42% | 2,893.8 | Software | |
SAMG |
Silvercrest Asset Management Group Inc
Silvercrest Asset Management Group Inc
| 910,328 | 14,893.0 | -3.24% | 5.760 | -0.18% | 9.640 | +14.04% | -5.86% | 156.3 | Asset Management | |
WDAY | Workday Inc | 56,911 | 13,290.4 | +20.95% | 5.140 | +0.89% | 0.020 | +7.19% | -6.59% | 64,257.6 | Software | |
CHTR | Charter Communications Inc | 20,171 | 7,433.6 | 0% | 2.870 | 0% | 0.010 | +17.96% | +16.14% | 54,393.0 | Telecommunication Services | |
LBRDK | Liberty Broadband Corp | 49,284 | 4,191.6 | -1.29% | 1.620 | -0.02% | 0.030 | +24.00% | +29.96% | 13,042.5 | Telecommunication Services |
Long Path Partners LP's Historical Top Holdings Breakdowns
Long Path Partners LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CRM | Salesforce Inc | 2025-03-31 | Sold Out Sold Out | -9.76% | 268.36 ($311.03) 359.95 | $267.22 | -14.09% | Sold Out | 0 | -90,119 | |
ALKT | Alkami Technology Inc | 2025-03-31 | Add Add | +5.24% | 23.76 ($31.49) 37.53 | $28.09 | -10.80% | Add 304.45% | 685,532 | 516,034 | |
NCNO | Ncino Inc | 2025-03-31 | Reduce Reduce | -3.23% | 27.36 ($31.63) 34.81 | $30.99 | -2.02% | Reduce -9.09% | 2,972,001 | -297,191 | |
CPAY | Corpay Inc | 2025-03-31 | Add Add | +1.93% | 324.66 ($361.31) 389.55 | $344.14 | -4.75% | Add 17.19% | 97,527 | 14,305 | |
DCBO | Docebo Inc | 2025-03-31 | Add Add | +1.79% | 28.71 ($37.78) 45.29 | $31.68 | -16.16% | Add 21.83% | 901,574 | 161,519 | |
WDAY | Workday Inc | 2025-03-31 | Add Add | +0.89% | 233.53 ($255.22) 277.82 | $241.03 | -5.56% | Add 20.95% | 56,911 | 9,858 | |
PCOR | Procore Technologies Inc | 2025-03-31 | Add Add | +0.31% | 65.21 ($75.46) 88.33 | $74.75 | -0.94% | Add 2.4% | 525,876 | 12,325 | |
SAMG |
Silvercrest Asset Management Group Inc
Silvercrest Asset Management Group Inc
| 2025-03-31 | Reduce Reduce | -0.18% | 16.1 ($17.78) 19.02 | $16.88 | -5.06% | Reduce -3.24% | 910,328 | -30,470 | |
IIIV | i3 Verticals Inc | 2025-03-31 | Add Add | +0.17% | 23.2 ($25.33) 29.67 | $29.00 | 14.49% | Add 1.86% | 997,996 | 18,219 | |
LBRDK | Liberty Broadband Corp | 2025-03-31 | Reduce Reduce | -0.02% | 73.49 ($80.38) 88.64 | $90.95 | 13.15% | Reduce -1.29% | 49,284 | -646 |
Long Path Partners LP Total Holding History ($B)
Long Path Partners LP's Asset Allocation
Long Path Partners LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Long Path Partners LP's Hypothetical Growth since 2025-03-31
Long Path Partners LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Long Path Partners LP's Holdings Heat Map
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Long Path Partners LP's Holdings Bubble Chart
Long Path Partners LP News
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