SEA CLIFF PARTNERS MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UDMY | 2.97M | $20.85M |
 | CXM | 1.89M | $14.61M |
 | EVH | 1.47M | $12.41M |
 | BTSG | 1.17M | $34.59M |
 | CWAN | 1.10M | $19.85M |
 | JHX | 630K | $12.10M |
 | CZR | 608K | $16.42M |
 | HXL | 295K | $18.50M |
 | CNM | 277K | $14.91M |
 | OKTA | 215K | $19.67M |
 | PLNT | 210K | $21.80M |
 | GDDY | 105K | $14.37M |
 | PTC | 88K | $17.80M |
 | WCC | 83K | $17.45M |
 | MORN | 26K | $6.03M |
Udemy, Inc.
UDMY
Shares Held
2.97M
Value
$20.85M
Sprinklr, Inc.
CXM
Shares Held
1.89M
Value
$14.61M
Evolent Health, Inc.
EVH
Shares Held
1.47M
Value
$12.41M
BrightSpring Health Services, Inc. Common Stock
BTSG
Shares Held
1.17M
Value
$34.59M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
1.10M
Value
$19.85M
James Hardie Industries plc
JHX
Shares Held
630K
Value
$12.10M
Caesars Entertainment, Inc.
CZR
Shares Held
608K
Value
$16.42M
Hexcel Corporation
HXL
Shares Held
295K
Value
$18.50M
Core & Main, Inc.
CNM
Shares Held
277K
Value
$14.91M
Okta, Inc.
OKTA
Shares Held
215K
Value
$19.67M
Planet Fitness, Inc.
PLNT
Shares Held
210K
Value
$21.80M
GoDaddy Inc.
GDDY
Shares Held
105K
Value
$14.37M
PTC Inc.
PTC
Shares Held
88K
Value
$17.80M
WESCO International, Inc.
WCC
Shares Held
83K
Value
$17.45M
Morningstar, Inc.
MORN
Shares Held
26K
Value
$6.03M