SEA CLIFF PARTNERS MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UDMY | 3.19M | $18.68M |
 | CXM | 1.33M | $10.38M |
 | BTSG | 1.02M | $38.19M |
 | JHX | 999K | $20.72M |
 | SGRY | 673K | $10.40M |
 | LTH | 467K | $12.42M |
 | HXL | 296K | $21.86M |
 | CNM | 273K | $14.17M |
 | PLNT | 205K | $22.24M |
 | OKTA | 197K | $17.03M |
 | GDDY | 139K | $17.24M |
 | ITGR | 133K | $10.43M |
 | WCC | 96K | $23.49M |
Udemy, Inc.
UDMY
Shares Held
3.19M
Value
$18.68M
Sprinklr, Inc.
CXM
Shares Held
1.33M
Value
$10.38M
BrightSpring Health Services, Inc. Common Stock
BTSG
Shares Held
1.02M
Value
$38.19M
James Hardie Industries plc
JHX
Shares Held
999K
Value
$20.72M
Surgery Partners, Inc.
SGRY
Shares Held
673K
Value
$10.40M
Life Time Group Holdings, Inc.
LTH
Shares Held
467K
Value
$12.42M
Hexcel Corporation
HXL
Shares Held
296K
Value
$21.86M
Core & Main, Inc.
CNM
Shares Held
273K
Value
$14.17M
Planet Fitness, Inc.
PLNT
Shares Held
205K
Value
$22.24M
Okta, Inc.
OKTA
Shares Held
197K
Value
$17.03M
GoDaddy Inc.
GDDY
Shares Held
139K
Value
$17.24M
Integer Holdings Corporation
ITGR
Shares Held
133K
Value
$10.43M
WESCO International, Inc.
WCC
Shares Held
96K
Value
$23.49M