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Long Path Partners LP

Q3 2024 · 13F-HR

Long Path Partners LPholdings as filed

Filed 2024-11-12 · accession 0000919574-24-006304

$308.3M
Reported value
10
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
63947X101NCNONCINO INC$117.6M38.1%3,721,406CommonSOLE
219948106CPAYCORPAY INC$42.5M13.8%135,972CommonSOLE
25609L105DCBODOCEBO INC$32.3M10.5%731,299CommonSOLE
79466L302CRMSALESFORCE INC$27.6M8.95%100,827CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$22.4M7.28%290,449CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$22.1M7.17%358,050CommonSOLE
46571Y107IIIVI3 VERTICALS INC$19.9M6.45%933,098CommonSOLE
828359109SAMGSILVERCREST ASSET MGMT GROUP$16.2M5.26%940,798CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$6.6M2.16%210,748CommonSOLE
530307107LBRDALIBERTY BROADBAND CORP$947,7280.31%12,337CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.