Long Path Partners LP
Long Path Partners LP is a privately-owned hedge fund manager headquartered in Stamford, Connecticut, United States. Founded in 2018, the firm focuses on compounding capital through a concentrated, long-term investment approach, investing in a limited number of high quality, predictable businesses. The firm serves institutional and high-net-worth investors. As of 2025, the firm manages approximately $295 million in discretionary assets, and its team includes several partners and staff.
Investment Strategy
Long Path Partners employs a long-term, 'ownership' investment approach, focusing on compounding capital by investing in a concentrated portfolio of high quality and predictable businesses. The firm seeks to maintain a limited number of holdings, enabling deep due diligence and long duration engagement with its investments. Its philosophy emphasizes business quality, predictability, and a culture aligned with long-term thinking.
Top Holdings
Equity Positions (6)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NCNO | NCINO INC | 45.46% | $133.9M | 4,787,869 | $30.24 | $27.97 | +$52.3M |
C CPAY | CORPAY INC | 15.55% | $45.8M | 138,003 | $317.40 | $331.82 | +$11.8M |
D DCBO | DOCEBO INC | 11.56% | $34.1M | 1,176,750 | $32.13 | $28.94 | +$8.2M |
A ALKT | ALKAMI TECHNOLOGY INC | 11.03% | $32.5M | 1,078,466 | $25.75 | $30.14 | +$14.5M |
I IIIV | I3 VERTICALS INC | 9.70% | $28.6M | 1,039,847 | $21.93 | $27.48 | +$4.0M |