Long Path Partners LP

CIK 0001905112 · Q2 2026

13F Equity AUM

$234.6M

+6.6% QoQ

Positions

+1 QoQ

AUM Rank

#7,466

Top 60%

Skill Alpha (FF)

-15.3%/yr^ns

No Clear Edge

Rank #8,197 · Top 99%

vs S&P -20.7%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 83.1%Top 10: 100.0%Top 20: 100.0%

NCNO25.4%

MLAB20.2%

ALKT17.3%

CPAY12.4%

TYL7.8%

SPSC4.4%

VEEV4.0%

T7D3.5%

PCOR3.1%

IIIV2.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology92.6%

Healthcare4.0%

Consumer Discretionary3.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 10Median: 6.11%Avg: 10.00%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

1(2.0%)

3–5%

4(14.9%)

5%+

5(83.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 10vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New1Increased4Decreased5Exited0

New Positions

SPSC4.4%

+181K

Increased

ALKT17.3%

+440K(+24%)

MLAB20.2%

+72K(+18%)

VEEV4.0%

+20K(+60%)

TYL7.8%

+2K(+4%)

Decreased

NCNO25.4%

-780,503(-18%)

IIIV2.0%

-604,306(-74%)

PCOR3.1%

-32,290(-15%)

CPAY12.4%

-823(-1%)

T7D3.5%

-400(-6%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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