31 is the total number of securities Noble Path Asset Management LP has owned. The longest Noble Path Asset Management LP has owned a single stock is 6 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TDG | TRANSDIGM GROUP INC | 6 | 6 | 8.45% | 11.60% | 24.49% | Q4 2021 | Q1 2023 | 6 |
| V | VISA INC COM CL | 6 | 6 | 5.91% | 9.16% | 19.40% | Q4 2021 | Q1 2023 | 6 |
| NOW | SERVICENOW INC | 6 | 6 | 4.92% | 8.43% | 23.06% | Q4 2021 | Q1 2023 | 6 |
| FISV | FISERV INC | 6 | 6 | 3.99% | 6.48% | 16.14% | Q4 2021 | Q1 2023 | 6 |
| WAB | WABTEC | 6 | 6 | 4.83% | 5.99% | 6.49% | Q4 2021 | Q1 2023 | 6 |
| CHTR | CHARTER COMMUNICATIONS... | 6 | 6 | 1.59% | 4.59% | 8.92% | Q4 2021 | Q1 2023 | 6 |
| TW | TRADEWEB MKTS INC | 6 | 6 | 2.90% | 3.52% | 5.12% | Q4 2021 | Q1 2023 | 6 |
| WLTW | WILLIS TOWERS WATSON P... | 5 | 5 | 7.20% | 7.95% | 9.03% | Q4 2021 | Q4 2022 | 5 |
| AMZN | AMAZON COM INC | 5 | 5 | 5.68% | 7.34% | 9.30% | Q4 2021 | Q4 2022 | 5 |
| PCOR | PROCORE TECHNOLOGIES INC | 5 | 5 | 3.83% | 4.17% | 4.74% | Q4 2021 | Q4 2022 | 5 |
| BILL | BILL COM HLDGS INC | 5 | 5 | 2.24% | 2.99% | 3.44% | Q4 2021 | Q4 2022 | 5 |
| SBNY | SIGNATURE BK NEW YORK N Y | 4 | 4 | 2.91% | 6.06% | 8.62% | Q4 2021 | Q3 2022 | 4 |
| EPAM | EPAM SYS INC | 4 | 4 | 3.89% | 5.35% | 6.28% | Q1 2022 | Q4 2022 | 4 |
| SPGI | S&P GLOBAL INC | 4 | 4 | 3.03% | 5.18% | 7.33% | Q1 2022 | Q4 2022 | 4 |
| ZURN WATER SOLUTIONS CORP | 4 | 4 | 4.43% | 4.83% | 5.26% | Q4 2021 | Q3 2022 | 4 | |
| KKR | KKR & CO INC | 4 | 4 | 3.06% | 4.02% | 4.51% | Q1 2022 | Q4 2022 | 4 |
| UNP | UNION PAC CORP | 4 | 4 | 1.30% | 3.07% | 4.62% | Q1 2022 | Q4 2022 | 4 |
| CSX | CSX CORP | 4 | 4 | 1.29% | 3.04% | 4.61% | Q1 2022 | Q4 2022 | 4 |
| DE | DEERE & CO | 4 | 4 | 1.32% | 2.88% | 4.57% | Q1 2022 | Q4 2022 | 4 |
| PERIMETER SOLUTIONS SA | 4 | 4 | 1.23% | 1.69% | 2.11% | Q4 2021 | Q3 2022 | 4 | |
| CZR | CAESARS ENTERTAINMENT ... | 3 | 3 | 3.08% | 4.24% | 5.16% | Q4 2021 | Q2 2022 | 3 |
| TRU | TRANSUNION | 2 | 2 | 3.30% | 3.84% | 4.38% | Q4 2021 | Q1 2022 | 2 |
| LOW | LOWES COS INC | 2 | 2 | 3.12% | 3.21% | 3.30% | Q3 2022 | Q4 2022 | 2 |
| EUROPEAN WAX CTR INC | 2 | 2 | 1.44% | 1.76% | 2.09% | Q4 2021 | Q1 2022 | 2 | |
| CNHI | CNH INDL N V | 2 | 2 | 1.32% | 1.49% | 1.66% | Q1 2022 | Q2 2022 | 2 |
| N/A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 | |
| CSGP | COSTAR GROUP INC | 1 | 1 | 3.46% | 3.46% | 3.46% | Q4 2021 | Q4 2021 | 1 |
| CBRE | CBRE GROUP INC | 1 | 1 | 3.06% | 3.06% | 3.06% | Q4 2022 | Q4 2022 | 1 |
| AVLR | AVALARA INC | 1 | 1 | 2.49% | 2.49% | 2.49% | Q4 2021 | Q4 2021 | 1 |
| RBLX | ROBLOX CORP | 1 | 1 | 2.01% | 2.01% | 2.01% | Q4 2021 | Q4 2021 | 1 |
| EVGO | EVGO INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2022 | Q2 2022 | 1 |
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The securities at the top of the list , including TRANSDIGM GROUP INC, VISA INC COM CL, and SERVICENOW INC, are the highest-conviction holdings of Noble Path Asset Management LP.
The conviction is calculated by counting the number of quarters a security has been reported by Noble Path Asset Management LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Noble Path Asset Management LP owns currently or has owned in the past.