Long Path Partners LP

报告期 2026-03-31 · CIK 0001905112

持仓数

前50大市值合计

$220.1M

报告期

2026-03-31

当前持仓调仓

前 9 大持仓

标的

类型

市值

股数

占比*

NCNO NCINO INC

COM

$66.2M

4,419,945

30.1%

MLAB MESA LABS INC

COM

$35.9M

405,583

16.3%

ALKT ALKAMI TECHNOLOGY INC

COM

$28.2M

1,799,216

12.8%

CPAY CORPAY INC

COM SHS

$25.7M

88,295

11.7%

TYL TYLER TECHNOLOGIES INC

COM

$20.6M

60,309

9.4%

IIIV I3 VERTICALS INC

COM CL A

$18.3M

819,625

8.3%

PCOR PROCORE TECHNOLOGIES INC

COM

$11.9M

209,186

5.4%

TDG TRANSDIGM GROUP INC

COM

$7.5M

6,478

3.4%

VEEV VEEVA SYS INC

CL A COM

$5.8M

32,909

2.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

89%前 6 大占比

NCNO30.1%MLAB16.3%ALKT12.8%CPAY11.7%TYL9.4%IIIV8.3%