Vault-13

Long Path Partners LP

Stamford, CT · CIK 1905112 · 13F filing filed 2026-07-31

SEC-registered investment adviser since 2019 · limited partnership

As an employer

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

CityCountryPeople
Stamford, CT (main office)United States United Statesabout 8
New York, NYUnited States United States5
Boston, MAUnited States United States

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$234.6m reported value +6.6% vs Q1 2026
10positions
100.0%in top 10
1 new 4 added 5 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 NCINO INC COM NCNO NCNO 3,639,442 $59.5m25.36% 25.36% ReducedShares held: Q3 2025 3.4m, Q4 2025 3.7m, Q1 2026 4.4m, Q2 2026 3.6m -780.5k -780,503 -17.7%
2 MESA LABS INC COM MLAB MLAB 477,126 $47.5m20.24% 20.24% AddedShares held: Q3 2025 0, Q4 2025 227.2k, Q1 2026 405.6k, Q2 2026 477.1k +71.5k +71,543 17.6%
3 ALKAMI TECHNOLOGY INC COM ALKT ALKT 2,239,524 $40.6m17.29% 17.29% AddedShares held: Q3 2025 2.6m, Q4 2025 3.1m, Q1 2026 1.8m, Q2 2026 2.2m +440.3k +440,308 24.5%
4 CORPAY INC COM SHS CPAY CPAY 87,472 $29.2m12.42% 12.42% ReducedShares held: Q3 2025 136.0k, Q4 2025 135.1k, Q1 2026 88.3k, Q2 2026 87.5k -823 -823 -0.9%
5 TYLER TECHNOLOGIES INC COM TYL TYL 62,642 $18.3m7.81% 7.81% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 60.3k, Q2 2026 62.6k +2.3k +2,333 3.9%
6 SPS COMM INC COM SPSC SPSC 180,912 $10.3m4.41% 4.41% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 180.9k
7 VEEVA SYS INC CL A COM VEEV VEEV 52,738 $9.4m3.99% 3.99% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 32.9k, Q2 2026 52.7k +19.8k +19,829 60.2%
8 TRANSDIGM GROUP INC COM TDG TDG 6,078 $8.1m3.45% 3.45% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 6.5k, Q2 2026 6.1k -400 -400 -6.2%
9 PROCORE TECHNOLOGIES INC COM PCOR PCOR 176,896 $7.2m3.06% 3.06% ReducedShares held: Q3 2025 279.1k, Q4 2025 250.8k, Q1 2026 209.2k, Q2 2026 176.9k -32.3k -32,290 -15.4%
10 I3 VERTICALS INC COM CL A IIIV IIIV 215,319 $4.6m1.96% 1.96% ReducedShares held: Q3 2025 1.0m, Q4 2025 1.1m, Q1 2026 819.6k, Q2 2026 215.3k -604.3k -604,306 -73.7%