SC

Sea Cliff Partners Management, LP

13F
Sea Cliff Partners Management, LP
Last update 2025-05-14 15 Stocks (4 new)
Value $278.00 Mil Turnover 28 %
Countries:
Top Holdings: BTSG(13.21%)UDMY(10.52%)AZEK(10.26%)GDDY(10.10%)HXL(9.07%)
Summary Stock Picks Current Portfolio
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
+39.93%
+41.57%
4,201.1
Healthcare Providers & Services
UDMY 		Udemy Inc
3,775,059
29,294.5
+12.69%
10.520
+1.18%
2.540
-18.80%
-7.65%
1,130.4
Education
AZEK 		The AZEK Co Inc
584,376
28,570.1
+21.75%
10.260
+1.83%
0.410
+18.03%
+11.29%
7,599.8
Construction
GDDY 		GoDaddy Inc
156,117
28,122.9
+44.55%
10.100
+3.11%
0.110
+6.29%
-7.31%
26,068.2
Software
HXL 		Hexcel Corp
461,202
25,255.4
+25.33%
9.070
+1.83%
0.570
-2.53%
-9.51%
4,534.4
Aerospace & Defense
JBTM 		JBT Marel Corp
155,543
19,007.4
-23.00%
6.830
-2.05%
0.300
-6.87%
-3.97%
6,332.9
Industrial Products
PTC 		PTC Inc
121,000
18,749.0
New Holding
6.740
+6.74%
0.100
+6.09%
-7.36%
20,431.9
Software
OKTA 		Okta Inc
171,200
18,013.7
-25.57%
6.470
-1.61%
0.100
-5.52%
+33.35%
18,396.7
Software
CNM 		Core & Main Inc
351,100
16,961.6
+52.65%
6.090
+2.10%
0.180
+25.12%
+17.23%
11,303.7
Industrial Distribution
MTCH 		Match Group Inc
535,000
16,692.0
+13.08%
6.000
+0.69%
0.220
+2.25%
-1.50%
7,808.0
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 Inc2025-03-31Sold Out
-6.87%
●
5.43 ($6.26) 7.61
$5.02
-19.81%
Sold Out
0
-2,844,612
TNET 		Trinet Group Inc2025-03-31Sold Out
-6.78%
●
66.51 ($83.03) 95.72
$83.26
0.28%
Sold Out
0
-215,439
PTC 		PTC Inc2025-03-31New Buy
+6.74%
●
153.3 ($171.97) 193.48
$170.34
-0.95%
New holding
121,000
121,000
NICE 		NICE Ltd2025-03-31Sold Out
-6.48%
●
139.18 ($159.98) 178.5
$176.70
10.45%
Sold Out
0
-110,000
CZR 		Caesars Entertainment Inc2025-03-31New Buy
+5.63%
●
25 ($32.53) 39.76
$25.73
-20.90%
New holding
626,916
626,916
NABL 		N-able Inc2025-03-31Sold Out
-3.48%
●
6.92 ($8.9) 10.3
$8.14
-8.54%
Sold Out
0
-1,072,790
GDDY 		GoDaddy Inc2025-03-31Add
+3.11%
●
172.13 ($191.07) 214.35
$182.95
-4.25%
Add 44.55%
156,117
48,117
CNM 		Core & Main Inc2025-03-31Add
+2.10%
●
46.27 ($51.82) 57.26
$59.68
15.17%
Add 52.65%
351,100
121,100
JBTM 		JBT Marel Corp2025-03-31Reduce
-2.05%
●
117.24 ($126.59) 135.25
$121.86
-3.74%
Reduce -23%
155,543
-46,457
BTSG 		BrightSpring Health Services Inc2025-03-31Add
+1.94%
●
16.03 ($19.63) 24.24
$24.11
22.82%
Add 17.18%
2,033,247
298,097

Sea Cliff Partners Management, LP Total Holding History ($B)

To

Sea Cliff Partners Management, LP's Asset Allocation

To

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

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