Ararat Capital Management LP

**Ararat Capital Management LP** manages $203M across a concentrated portfolio of 18 positions. The fund exhibits significant conviction in its top holdings, with CFLT representing the largest allocation at $21.2M. Further substantial exposure is maintained in BY ($19.0M), DRVN ($18.8M), and LZ ($18.6M). This structure suggests a focused, high-conviction approach across its current market mandates.

📌 Top Holdings