Long Path Partners LP
13F filer · CIK 1905112 · Stamford, CT
Summary
Long Path Partners LP reported $234.64M across 10 positions in its 13F for 2026 Q2, filed Jul 31, 2026. The largest holdings are NCNO (25.4%), MLAB (20.2%), ALKT (17.3%). Versus 2026 Q1, leaving options aside, it opened 1 new positions, added to 4, trimmed 5 and sold out of 0.
Reported value$234.64M
Positions10
Report period2026 Q2
FiledJul 31, 2026
New positions1
Added4
Trimmed5
Sold out0
Top 10 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 25.4%Value $59.50MPrice $18.60Shares 3.64M -17.66%Since Jun 30 +13.76%
Weight 20.2%Value $47.50MPrice $132.99Shares 477K +17.64%Since Jun 30 +33.59%
Weight 17.3%Value $40.58MPrice $13.37Shares 2.24M +24.47%Since Jun 30 -26.21%
Weight 12.4%Value $29.15MPrice $396.23Shares 87K -0.93%Since Jun 30 +18.89%
Weight 7.8%Value $18.32MPrice $324.02Shares 63K +3.87%Since Jun 30 +10.79%
Weight 4.4%Value $10.34MPrice $81.01Shares 181KSince Jun 30 +41.70%
Weight 4.0%Value $9.36MPrice $279.96Shares 53K +60.25%Since Jun 30 +57.75%
Weight 3.5%Value $8.10MPrice $1109Shares 6,078 -6.17%Since Jun 30 -16.73%
Weight 3.1%Value $7.19MPrice $49.06Shares 177K -15.44%Since Jun 30 +20.78%
Weight 2.0%Value $4.60MPrice $14.41Shares 215K -73.73%Since Jun 30 -32.54%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 25.4% | $59.50M | +13.76% | -17.66% | Trim | |
| 20.2% | $47.50M | +33.59% | +17.64% | Add | |
| 17.3% | $40.58M | -26.21% | +24.47% | Add | |
| 12.4% | $29.15M | +18.89% | -0.93% | Trim | |
| 7.8% | $18.32M | +10.79% | +3.87% | Add | |
| 4.4% | $10.34M | +41.70% | — | New | |
| 4.0% | $9.36M | +57.75% | +60.25% | Add | |
| 3.5% | $8.10M | -16.73% | -6.17% | Trim | |
| 3.1% | $7.19M | +20.78% | -15.44% | Trim | |
| 2.0% | $4.60M | -32.54% | -73.73% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.