North Reef Capital Management LP - Portfolio Stock Holdings
North Reef Capital Management LP disclosed 63 stock positions in a recent SEC 13F filing. $2,704,282,620 of stock holdings were filed, with the largest holdings including MKTX, ABCB, and FHN. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $4,141,234,742 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.
Report Period:
June 30, 2026No. of Stocks:
63Est. Stock Holding Value:
$2,704,282,620Top Stock Holdings By Sector
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Portfolio Stock Holdings - North Reef Capital Management LP
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