William Brennan

Long Path Partners Lp

Assets Managed

$220.147M

Holdings

Last Quarter

2026 - Q1

Filed Date

2d ago

Growth Rate

-24.71%(2Q avg: -9.49%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Long Path Partners Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 9 positions.

Assets under management

The assets under management (AUM) of Long Path Partners Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 220.147M in assets, with a quarterly growth rate of -24.71% and a 2-quarter average growth rate of -9.49%. The portfolio is managed by William Brennan, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NCNO Ncino Inc Recent Activity Increased 20.56%	30.08%	$66.211M 4.42M shares@ $14.98 avg price	Increased 20.56%
MLAB Mesa Laboratories Inc Recent Activity Increased 78.5%	16.29%	$35.862M 405,583 shares@ $88.43 avg price	Increased 78.5%
ALKT Alkami Technology Inc Recent Activity Decreased -42.72%	12.81%	$28.194M 1.799M shares@ $15.68 avg price	Decreased -42.72%
CPAY Corpay Inc Recent Activity Decreased -34.66%	11.68%	$25.693M 88,295 shares@ $290.99 avg price	Decreased -34.66%
TYL Tyler Technologies Inc Recent Activity New Position	9.38%	$20.649M 60,309 shares@ $342.38 avg price	New Position
IIIV I3 Verticals Inc-class A Recent Activity Decreased -25.04%	8.33%	$18.327M 819,625 shares@ $22.36 avg price	Decreased -25.04%
PCOR Procore Technologies Inc Recent Activity Decreased -16.6%	5.42%	$11.924M 209,186 shares@ $57.0 avg price	Decreased -16.6%
TDG Transdigm Group Inc Recent Activity New Position	3.42%	$7.508M 6,478 shares@ $1158.97 avg price	New Position
VEEV Veeva Systems Inc-class A Recent Activity New Position	2.63%	$5.781M 32,909 shares@ $175.67 avg price	New Position

1-9 of 9