Specialist · Stamford, CT
Long Path Partners
Q3 2023 · compared with Q2 2023
Filed as Long Path Partners LP
- Software
- $110M
- Weight of 13F
- 55.3%
- Names
- 4
- Net bought
- −$15.7M
Filed 14 November 2023 · SEC filing.
9 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 20268 names$179M−$6.0M
- Q1 20267 names$177M−$22.6M
- Q4 20256 names$275M+$20.7M
- Q3 20256 names$276M−$827K
- Q2 20256 names$295M+$54.3M
- Q1 20257 names$232M−$5.2M
- Q4 20248 names$281M−$12.5M
- Q3 20247 names$269M+$37.4M
- Q2 20247 names$220M+$95.9M
- Q1 20246 names$159M+$21.6M
- Q4 20235 names$126M−$8.2M
- Q3 20234 names$110M−$15.7M
- Q2 202311 names$122M−$26.0M
- Q1 20239 names$133M+$4.1M
- Q4 20226 names$113M+$19.4M
- Q3 20224 names$93.0M+$22.2M
- Q2 20222 names$70.4M—
What moved the book
The five software lines with the largest share change this quarter.