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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.
Latest 13F Filing Activity
Long Path Partners LP filed their most recent 13F report on Jun 30, 2025 disclosing 6 equity positions with a total 13F market value of $295M. The fund increased holdings in Ncino Inc., Alkami Technology Inc., Corpay Inc. among other positions. Long Path Partners LP reduced exposure to Procore Technologies Inc., Silvercrest Asset MGMT Group, Workday Inc. among others.
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 |
Industry Allocation
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