SC
| |
Sea Cliff Partners Management, LP13F | |
| Sea Cliff Partners Management, LP | |
| Last update 2025-05-14 | 15 Stocks (4 new) |
| Value $278.00 Mil | Turnover 28 % |
Sea Cliff Partners Management,... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTSG | BrightSpring Health Services Inc | 2,033,247 | 36,781.4 | +17.18% | 13.210 | +1.94% | 1.170 | +30.61% | +24.78% | 3,735.8 | Healthcare Providers & Services | |
UDMY | Udemy Inc | 3,775,059 | 29,294.5 | +12.69% | 10.520 | +1.18% | 2.540 | +6.93% | -13.73% | 1,056.0 | Education | |
AZEK | The AZEK Co Inc | 584,376 | 28,570.1 | +21.75% | 10.260 | +1.83% | 0.410 | +11.17% | +14.49% | 7,818.5 | Construction | |
GDDY | GoDaddy Inc | 156,117 | 28,122.9 | +44.55% | 10.100 | +3.11% | 0.110 | -5.39% | -14.67% | 23,997.9 | Software | |
HXL | Hexcel Corp | 461,202 | 25,255.4 | +25.33% | 9.070 | +1.83% | 0.570 | +26.40% | +0.05% | 5,013.6 | Aerospace & Defense | |
JBTM | JBT Marel Corp | 155,543 | 19,007.4 | -23.00% | 6.830 | -2.05% | 0.300 | +36.23% | +6.04% | 6,992.7 | Industrial Products | |
PTC | PTC Inc | 121,000 | 18,749.0 | New Holding | 6.740 | +6.74% | 0.100 | +35.78% | +9.07% | 24,055.5 | Software | |
OKTA | Okta Inc | 171,200 | 18,013.7 | -25.57% | 6.470 | -1.61% | 0.100 | -2.43% | +21.75% | 16,796.5 | Software | |
CNM | Core & Main Inc | 351,100 | 16,961.6 | +52.65% | 6.090 | +2.10% | 0.180 | +29.14% | +27.92% | 12,351.2 | Industrial Distribution | |
MTCH | Match Group Inc | 535,000 | 16,692.0 | +13.08% | 6.000 | +0.69% | 0.220 | +14.55% | +5.04% | 8,277.6 | Interactive Media |
Sea Cliff Partners Management, LP's Historical Top Holdings Breakdowns
Sea Cliff Partners Management, LP's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
COTY | Coty Inc | 2025-03-31 | Sold Out Sold Out | -6.87% | 5.43 ($6.26) 7.61 | $5.14 | -17.89% | Sold Out | 0 | -2,844,612 | |
TNET | Trinet Group Inc | 2025-03-31 | Sold Out Sold Out | -6.78% | 66.51 ($83.03) 95.72 | $65.93 | -20.59% | Sold Out | 0 | -215,439 | |
PTC | PTC Inc | 2025-03-31 | New Buy New Buy | +6.74% | 153.3 ($171.97) 193.48 | $200.55 | 16.62% | New holding | 121,000 | 121,000 | |
NICE | NICE Ltd | 2025-03-31 | Sold Out Sold Out | -6.48% | 139.18 ($159.98) 178.5 | $162.24 | 1.41% | Sold Out | 0 | -110,000 | |
CZR | Caesars Entertainment Inc | 2025-03-31 | New Buy New Buy | +5.63% | 25 ($32.53) 39.76 | $29.97 | -7.87% | New holding | 626,916 | 626,916 | |
NABL | N-able Inc | 2025-03-31 | Sold Out Sold Out | -3.48% | 6.92 ($8.9) 10.3 | $8.04 | -9.61% | Sold Out | 0 | -1,072,790 | |
GDDY | GoDaddy Inc | 2025-03-31 | Add Add | +3.11% | 172.13 ($191.07) 214.35 | $168.42 | -11.85% | Add 44.55% | 156,117 | 48,117 | |
CNM | Core & Main Inc | 2025-03-31 | Add Add | +2.10% | 46.27 ($51.82) 57.26 | $65.13 | 25.68% | Add 52.65% | 351,100 | 121,100 | |
JBTM | JBT Marel Corp | 2025-03-31 | Reduce Reduce | -2.05% | 117.24 ($126.59) 135.25 | $134.56 | 6.29% | Reduce -23% | 155,543 | -46,457 | |
BTSG | BrightSpring Health Services Inc | 2025-03-31 | Add Add | +1.94% | 16.03 ($19.63) 24.24 | $21.25 | 8.25% | Add 17.18% | 2,033,247 | 298,097 |
Sea Cliff Partners Management, LP Total Holding History ($B)
Sea Cliff Partners Management, LP's Asset Allocation
Sea Cliff Partners Management, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Sea Cliff Partners Management, LP's Hypothetical Growth since 2025-03-31
Sea Cliff Partners Management, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sea Cliff Partners Management, LP's Holdings Heat Map
Size field:
Sea Cliff Partners Management, LP's Holdings Bubble Chart
Sea Cliff Partners Management, LP News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers