Long Path Partners LP holds a concentrated book of 10 stocks worth $234.6M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened SPS Commerce Inc and trimmed Ncino Inc. Their largest long position is Ncino Inc at 25% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Long Path Partners LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 18 / 10 | $17.0B |
| GOLDMAN SACHS GROUP INC | 18 / 10 | $7.9B |
| JPMORGAN CHASE & CO | 18 / 10 | $6.3B |
| UBS Group AG | 18 / 10 | $4.9B |
| CITIGROUP INC | 18 / 10 | $3.3B |
| ROYAL BANK OF CANADA | 18 / 10 | $2.6B |
| BARCLAYS PLC | 18 / 10 | $2.4B |
| Legal & General Group Plc | 18 / 10 | $2.2B |
Ranked by how many of Long Path Partners LP's top 10 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ncino Inc COM | $59.5M | 3.64M | 25.4% | ▼−18% Reduced · −781K sh | |
| 2 | Mesa Labs Inc COM | $47.5M | 477.1K | 20.2% | ▲+18% Added · +72K sh | |
| 3 | Alkami Technology Inc COM | $40.6M | 2.24M | 17.3% | ▲+24% Added · +440K sh | |
| 4 | Corpay Inc COM SHS | $29.2M | 87.5K | 12.4% | ▼−0.9% Reduced · −823 sh | |
| 5 | Tyler Technologies Inc COM | $18.3M | 62.6K | 7.8% | ▲+3.9% Added · +2K sh | |
| 6 | SPS Comm Inc COM | $10.3M | 180.9K | 4.4% | ▲New New position | |
| 7 | Veeva Sys Inc CL A COM | $9.4M | 52.7K | 4.0% | ▲+60% Added · +20K sh | |
| 8 | Transdigm Group Inc COM | $8.1M | 6.1K | 3.5% | ▼−6.2% Reduced · −400 sh | |
| 9 | Procore Technologies Inc COM | $7.2M | 176.9K | 3.1% | ▼−15% Reduced · −32K sh | |
| 10 | I3 Verticals Inc COM CL A | $4.6M | 215.3K | 2.0% | ▼−74% Reduced · −604K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1905112/holdings"
Use Arkolith to show Long Path Partners LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 10 | $234.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 9 | $220.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 7 | $292.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 7 | $276.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 6 | $294.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 10 | $258.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 11 | $308.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 10 | $308.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.