Fund Universe

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☆Long Path Partners LP

CIK 0001905112 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.748
AUM ($M)
235
Positions
10
Turnover
0.15
Top-10 wt
100%
Herfindahl
0.163
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 10 positions · portfolio value $235M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆NCNO funds › NCINO INC TRIM — 25.4% -4.7% 59.5 3,639,442 -780,503 5 —
☆MLAB funds › MESA LABS INC ADD — 20.2% +4.0% 47.5 477,126 +71,543 3 —
☆ALKT funds › ALKAMI TECHNOLOGY INC ADD — 17.3% +4.5% 40.6 2,239,524 +440,308 5 —
☆CPAY funds › CORPAY INC TRIM — 12.4% +0.8% 29.2 87,472 -823 5 —
☆TYL funds › TYLER TECHNOLOGIES INC ADD — 7.8% -1.6% 18.3 62,642 +2,333 2 —
☆SPSC funds › SPS COMM INC NEW — 4.4% +4.4% 10.3 180,912 +180,912 1 —
☆VEEV funds › VEEVA SYS INC ADD — 4.0% +1.4% 9.4 52,738 +19,829 2 —
☆TDG funds › TRANSDIGM GROUP INC TRIM — 3.5% +0.0% 8.1 6,078 -400 2 —
☆PCOR funds › PROCORE TECHNOLOGIES INC TRIM — 3.1% -2.4% 7.2 176,896 -32,290 5 —
☆IIIV funds › I3 VERTICALS INC TRIM — 2.0% -6.4% 4.6 215,319 -604,306 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 235 10 0.15 100% 0.163 0.748 — in
2026Q1 220 9 0.26 100% 0.168 0.552 — in
2025Q4 292 7 0.08 100% 0.206 0.843 — in
2025Q3 277 7 0.15 100% 0.212 0.736 — in
2025Q2 295 6 0.22 100% 0.270 0.661 — entered
2025Q1 259 10 0.00 100% 0.166 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status