North Reef Capital Management LP

**North Reef Capital Management LP** manages $2.5B across a portfolio of 56 positions, exhibiting concentrated exposure to technology and growth sectors. Top holdings include MKTX at $291.7M and FT2 at $275.3M, representing significant allocations within their mandate. The fund maintains substantial positions in ABCB ($203.3M) and SBG1 ($183.2M), signaling a focused, high-conviction investment approach. This structure suggests active management targeting outsized returns through sector leadership plays.

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