Sea Cliff Partners Management, LP 13F Holdings

CIK 0002011655 · SAN FRANCISCO, CA

As of Sep 30, 2025, Sea Cliff Partners Management, LP reported 15 positions worth $261.4M in its SEC Form 13F filing.

Top 15 holdings

SecurityTickerSectorSharesValue% of portfolio
BRIGHTSPRING HEALTH SERVICES INCBTSGHealthcare1,170,000$34.6M13.23%
PLANET FITNESS INCPLNTConsumer Cyclical210,000$21.8M8.34%
UDEMY INCUDMYConsumer Defensive2,973,718$20.8M7.98%
CLEARWATER ANALYTICS HOLDINGS INCCWANTechnology1,101,680 9.9M7.60%
OKTA INCOKTATechnology214,500 9.7M7.53%
HEXCEL CORPHXLIndustrials295,000 8.5M7.08%
PTC INCPTCTechnology87,680 7.8M6.81%
WESCO INTERNATIONAL INCWCCIndustrials82,503 7.4M6.68%
CAESARS ENTERTAINMENT INCCZRConsumer Cyclical607,700 6.4M6.28%
CORE & MAIN INCCNMIndustrials277,000 4.9M5.71%
SPRINKLR INCCXMTechnology1,892,408 4.6M5.59%
GODADDY INCGDDYTechnology105,000 4.4M5.50%
EVOLENT HEALTH INCEVHHealthcare1,466,867 2.4M4.75%
James Hardie Industries Plc - US ADR——630,000 2.1M4.63%
MORNINGSTAR INCMORNFinancial Services26,000$6.0M2.31%