Long Path Partners LP
Stamford CT · SEC CIK 0001905112
$2.20亿2026Q1 申报市值
9持仓数
100.0%前十大占比 · 第一大 30.1%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TYL 新建仓+$2,064.86万
MLAB 加仓+$1,577.06万
NCNO 加仓+$1,129.08万
TDG 新建仓+$750.77万
VEEV 新建仓+$578.08万
2026Q1 卖出最多 按季末市值估算
DOCEBO INC 清仓-$2,164.70万
ALKT 减仓-$2,102.76万
CPAY 减仓-$1,363.26万
IIIV 减仓-$612.20万
PCOR 减仓-$237.38万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NCNO | NCINO INC | $6,621.08万 | 30.08% | 4,419,945 | 753,723 | 20.6% | $1,129.08万 | 加仓 |
| MLAB | MESA LABS INC | $3,586.16万 | 16.29% | 405,583 | 178,360 | 78.5% | $1,577.06万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $2,819.37万 | 12.81% | 1,799,216 | -1,341,899 | -42.7% | -$2,102.76万 | 减仓 |
| CPAY | CORPAY INC | $2,569.30万 | 11.67% | 88,295 | -46,849 | -34.7% | -$1,363.26万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $2,064.86万 | 9.38% | 60,309 | 60,309 | — | $2,064.86万 | 新建仓 |
| IIIV | I3 VERTICALS INC | $1,832.68万 | 8.32% | 819,625 | -273,793 | -25.0% | -$612.20万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $1,192.36万 | 5.42% | 209,186 | -41,646 | -16.6% | -$237.38万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $750.77万 | 3.41% | 6,478 | 6,478 | — | $750.77万 | 新建仓 |
| VEEV | VEEVA SYS INC | $578.08万 | 2.63% | 32,909 | 32,909 | — | $578.08万 | 新建仓 |
| — | DOCEBO INC | $0 | 0.00% | 0 | -975,088 | -100.0% | -$2,164.70万 | 清仓 |