1y return−29.4%S&P 500 +20.9%
3y return−20.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2022: $98 against $198 in the S&P 500.2
Long Path Partners LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NCNONcino Inc | $59.5M | 25.4% | −17.7% |
| MLABMesa Labs Inc | $47.5M | 20.2% | +17.6% |
| ALKTAlkami Technology Inc | $40.6M | 17.3% | +24.5% |
| CPAYCorpay Inc | $29.2M | 12.4% | |
| TYLTyler Technologies Inc | $18.3M | 7.8% | +3.9% |
| SPSCSps Comm Inc | $10.3M | 4.4% | New |
| VEEVVeeva Sys Inc | $9.4M | 4.0% | +60.3% |
| TDGTransdigm Group Inc | $8.1M | 3.5% | −6.2% |
| PCORProcore Technologies Inc | $7.2M | 3.1% | −15.4% |
| IIIVI3 Verticals Inc | $4.6M | 2.0% | −73.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ALKTAlkami Technology Inc | June 30, 2022 | +30.5% | $40.6M |
| MLABMesa Labs Inc | December 31, 2025 | +26.8% | $47.5M |
| TDGTransdigm Group Inc | March 31, 2026 | +14.9% | $8.1M |
| CPAYCorpay Inc | March 31, 2024 | +8.0% | $29.2M |
| VEEVVeeva Sys Inc | March 31, 2026 | +1.0% | $9.4M |
| IIIVI3 Verticals Inc | June 30, 2024 | −3.3% | $4.6M |
| TYLTyler Technologies Inc | March 31, 2026 | −14.6% | $18.3M |
| NCNONcino Inc | December 31, 2022 | −38.2% | $59.5M |
| PCORProcore Technologies Inc | December 31, 2023 | −41.3% | $7.2M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.7% | +14.8% |
| March 31, 2026 | −25.0% | −4.6% |
| December 31, 2025 | −7.4% | +2.4% |
| September 30, 2025 | −3.8% | +7.8% |
| June 30, 2025 | +3.2% | +10.5% |
| March 31, 2025 | −14.2% | −4.6% |
| December 31, 2024 | +8.2% | +2.1% |
| September 30, 2024 | +8.2% | +5.4% |
| June 30, 2024 | −8.8% | +4.0% |
| March 31, 2024 | +0.1% | +10.0% |
| December 31, 2023 | +15.9% | +11.2% |
| September 30, 2023 | +3.0% | −3.6% |
| June 30, 2023 | +13.3% | +8.3% |
| March 31, 2023 | +10.4% | +7.0% |
| December 31, 2022 | +6.0% | +7.1% |
| September 30, 2022 | −7.4% | −5.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Long Path Partners LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1905112&type=13F-HR&dateb=&owner=include&count=40CIK 1905112
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1905112/000091957426004718/Filed July 31, 2026 · accession 0000919574-26-004718