Long Path Partners LP
Private Equity
Long Path Partners LP is a Private Equity based in Stamford, CT led by William Brennan, reporting $1.3B in AUM as of Q3 2025 with 100% Technology concentration, with only 7 positions, 33% allocation to NCNO, and 100% technology allocation.
Managing PartnerWilliam Brennan
- Portfolio Value
- $276.6M
- Positions
- 7
- Top Holding
- NCNO at 32.99%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Long Path Partners LP's portfolio (100% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Application Technology | $91.3M | 32.99% | -$38.5M Sold | 2.91% 3.4M shares | |
Software - Application Technology | $63.8M | 23.07% | +$37.0M Bought | 2.47% 2.6M shares | |
Software - Infrastructure Technology | $39.2M | 14.16% | -$587.4K Sold | 0.19% 136.0K shares | |
Software - Infrastructure Technology | $33.8M | 12.20% | — | 4.36% 1.0M shares | |
Software - Application Technology | $27.7M | 10.03% | -$4.4M Sold | 3.53% 1.0M shares | |
Software - Application Technology | $20.4M | 7.36% | -$666.0K Sold | 0.19% 279.1K shares | |
ETF ETF | $516.6K | 0.19% | +$516.6K New | — 2.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Long Path Partners LP's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+138.19% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-29.7% | |
-13.73% | |
-3.17% | |
-1.48% |
Analytics
Portfolio insights and performance metrics for Long Path Partners LP
GthenA