North Reef Capital Management LP - Q42025 Holdings

North Reef Capital Management LP holds 56 stocks with a total portfolio value of $ 2.48B as of Q42025. In Q42025, North Reef Capital Management LP added 18 new positions, increased stakes in 26 stocks, reduced 11 holdings, and fully exited 5 positions. The largest holding is Marketaxess Hldgs Inc (MKTX), representing 11.74% of the total portfolio.