Long Path Partners LP
Stamford CT · SEC CIK 0001905112
$2.35亿2026Q2 申报市值
10持仓数
100.0%前十大占比 · 第一大 25.4%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPSC 新建仓+$1,034.27万
ALKT 加仓+$797.84万
MLAB 加仓+$712.21万
VEEV 加仓+$351.91万
TYL 加仓+$68.23万
2026Q2 卖出最多 按季末市值估算
IIIV 减仓-$1,290.80万
NCNO 减仓-$1,276.12万
PCOR 减仓-$131.16万
TDG 减仓-$53.28万
CPAY 减仓-$27.43万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IIIV | I3 VERTICALS INC | $459.92万 | 1.96% | 215,319 | -604,306 | -73.7% | -$1,290.80万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $718.55万 | 3.06% | 176,896 | -32,290 | -15.4% | -$131.16万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $809.61万 | 3.45% | 6,078 | -400 | -6.2% | -$53.28万 | 减仓 |
| VEEV | VEEVA SYS INC | $935.94万 | 3.99% | 52,738 | 19,829 | 60.3% | $351.91万 | 加仓 |
| SPSC | SPS COMM INC | $1,034.27万 | 4.41% | 180,912 | 180,912 | — | $1,034.27万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $1,832.03万 | 7.81% | 62,642 | 2,333 | 3.9% | $68.23万 | 加仓 |
| CPAY | CORPAY INC | $2,915.18万 | 12.42% | 87,472 | -823 | -0.9% | -$27.43万 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $4,058.02万 | 17.29% | 2,239,524 | 440,308 | 24.5% | $797.84万 | 加仓 |
| MLAB | MESA LABS INC | $4,749.79万 | 20.24% | 477,126 | 71,543 | 17.6% | $712.21万 | 加仓 |
| NCNO | NCINO INC | $5,950.49万 | 25.36% | 3,639,442 | -780,503 | -17.7% | -$1,276.12万 | 减仓 |