Stock Taper 
SEA CLIFF PARTNERS MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Coursera, Inc. | COUR | 1.68M | $9.48M |
 Surgery Partners, Inc. | SGRY | 845.86K | $14.21M |
 James Hardie Industries plc | JHX | 640.27K | $16.76M |
 Life Time Group Holdings, Inc. | LTH | 631.9K | $25.81M |
 BrightSpring Health Services, Inc. Common Stock | BTSG | 548.93K | $38.28M |
 OneMain Holdings, Inc. | OMF | 242.99K | $14.82M |
 Arxis, Inc. Class A Common Stock | ARXS | 195K | $9M |
 Integer Holdings Corporation | ITGR | 177.11K | $16.55M |
 Okta, Inc. | OKTA | 160K | $21.83M |
 Toast, Inc. | TOST | 136.26K | $3.79M |
 Hexcel Corporation | HXL | 120.61K | $12.07M |
 GoDaddy Inc. | GDDY | 75K | $6.37M |
 WESCO International, Inc. | WCC | 72K | $24.87M |