Sea Cliff Partners Management, LP

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002011655

Type: FundHoldings: 15Value: $278.4MLatest: 2025Q1

Sea Cliff Partners Management, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 15 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AZEK",
  "MTCH",
  "EVH",
  "BTSG",
  "HXL",
  "UDMY",
  "GDDY",
  "CXM",
  "PTC",
  null,
  "OKTA",
  "PLNT",
  "CZR",
  "CNM",
  "PLAY"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 15
Total Value: 278379765
Accession Number: 0001420506-25-001069
Form Type: 13F-HR
CIK: sea-cliff-partners-management-lp
Manager Name: Sea-Cliff-Partners-Management-Lp

Data Enrichment

93% identified

14 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

15 positions • $278.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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BrightSpring Health Services, Inc.

BTSG|10950A106

Shares:2.0M

Value:$36.8M

% of Portfolio:13.2% ($36.8M/$278.4M)

Udemy, Inc.

UDMY|902685106

Shares:3.8M

Value:$29.3M

% of Portfolio:10.5% ($29.3M/$278.4M)

AZEK Co Inc.

AZEK|05478C105

Shares:584.4K

Value:$28.6M

% of Portfolio:10.3% ($28.6M/$278.4M)

GoDaddy Inc.

GDDY|380237107

Shares:156.1K

Value:$28.1M

% of Portfolio:10.1% ($28.1M/$278.4M)

HEXCEL CORP /DE/

HXL|428291108

Shares:461.2K

Value:$25.3M

% of Portfolio:9.1% ($25.3M/$278.4M)

477839104

Shares:155.5K

Value:$19.0M

% of Portfolio:6.8% ($19.0M/$278.4M)

PTC INC.

PTC|69370C100

Shares:121.0K

Value:$18.7M

% of Portfolio:6.7% ($18.7M/$278.4M)

Okta, Inc.

OKTA|679295105

Shares:171.2K

Value:$18.0M

% of Portfolio:6.5% ($18.0M/$278.4M)

Core & Main, Inc.

CNM|21874C102

Shares:351.1K

Value:$17.0M

% of Portfolio:6.1% ($17.0M/$278.4M)

Match Group, Inc.

MTCH|57667L107

Shares:535.0K

Value:$16.7M

% of Portfolio:6.0% ($16.7M/$278.4M)

Caesars Entertainment, Inc.

CZR|12769G100

Shares:626.9K

Value:$15.7M

% of Portfolio:5.6% ($15.7M/$278.4M)

Evolent Health, Inc.

EVH|30050B101

Shares:1.3M

Value:$11.8M

% of Portfolio:4.3% ($11.8M/$278.4M)

Dave & Buster's Entertainment, Inc.

PLAY|238337109

Shares:472.7K

Value:$8.3M

% of Portfolio:3.0% ($8.3M/$278.4M)

Planet Fitness, Inc.

PLNT|72703H101

Shares:38.3K

Value:$3.7M

% of Portfolio:1.3% ($3.7M/$278.4M)

Sprinklr, Inc.

CXM|85208T107

Shares:170.0K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$278.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BrightSpring Health Services, Inc.(BTSGcusip10950A106)	2.0M	QoQ +17.17% (+298.1K) YoY NEW(+2.0M)	All Managers (Combined)	$36.8M	13.2% ($36.8M/$278.4M)	QoQ +24.47% (+$7.2M) YoY NEW(+$36.8M)
Udemy, Inc.(UDMYcusip902685106)	3.8M	QoQ +12.69% (+425.2K) YoY +29.54% (-860.9K)	All Managers (Combined)	$29.3M	10.5% ($29.3M/$278.4M)	QoQ +6.25% (+$1.7M) YoY -8.44% (-$2.7M)
AZEK Co Inc.(AZEKcusip05478C105)	584.4K	QoQ +21.74% (+104.4K) YoY +54.02% (+205.0K)	All Managers (Combined)	$28.6M	10.3% ($28.6M/$278.4M)	QoQ +25.38% (+$5.8M) YoY +49.94% (+$9.5M)
GoDaddy Inc.(GDDYcusip380237107)	156.1K	QoQ +44.55% (+48.1K) YoY -41.24% (-109.6K)	All Managers (Combined)	$28.1M	10.1% ($28.1M/$278.4M)	QoQ +31.93% (+$6.8M) YoY -10.81% (-$3.4M)
HEXCEL CORP /DE/(HXLcusip428291108)	461.2K	QoQ +25.32% (+93.2K) YoY +501.20% (+384.5K)	All Managers (Combined)	$25.3M	9.1% ($25.3M/$278.4M)	QoQ +9.45% (+$2.2M) YoY +351.91% (+$19.7M)
(cusip477839104)✕	155.5K	QoQ -22.99% (-46.5K) YoY NEW(+155.5K)	All Managers (Combined)	$19.0M	6.8% ($19.0M/$278.4M)	QoQ -25.96% (-$6.7M) YoY NEW(+$19.0M)
PTC INC.(PTCcusip69370C100)	121.0K	QoQ NEW(+121.0K) YoY NEW(+121.0K)	All Managers (Combined)	$18.7M	6.7% ($18.7M/$278.4M)	QoQ NEW(+$18.7M) YoY NEW(+$18.7M)
Okta, Inc.(OKTAcusip679295105)	171.2K	QoQ -25.56% (-58.8K) YoY NEW(+171.2K)	All Managers (Combined)	$18.0M	6.5% ($18.0M/$278.4M)	QoQ -0.60% (-$110.3K) YoY NEW(+$18.0M)
Core & Main, Inc.(CNMcusip21874C102)	351.1K	QoQ +52.65% (+121.1K) YoY NEW(+351.1K)	All Managers (Combined)	$17.0M	6.1% ($17.0M/$278.4M)	QoQ +44.85% (+$5.3M) YoY NEW(+$17.0M)
Match Group, Inc.(MTCHcusip57667L107)	535.0K	QoQ +13.07% (+61.9K) YoY NEW(+535.0K)	All Managers (Combined)	$16.7M	6.0% ($16.7M/$278.4M)	QoQ +7.85% (+$1.2M) YoY NEW(+$16.7M)
Caesars Entertainment, Inc.(CZRcusip12769G100)	626.9K	QoQ NEW(+626.9K) YoY NEW(+626.9K)	All Managers (Combined)	$15.7M	5.6% ($15.7M/$278.4M)	QoQ NEW(+$15.7M) YoY NEW(+$15.7M)
Evolent Health, Inc.(EVHcusip30050B101)	1.3M	QoQ +50.62% (+420.2K) YoY NEW(+1.3M)	All Managers (Combined)	$11.8M	4.3% ($11.8M/$278.4M)	QoQ +26.78% (+$2.5M) YoY NEW(+$11.8M)
Dave & Buster's Entertainment, Inc.(PLAYcusip238337109)	472.7K	QoQ -11.65% (-62.3K) YoY +75.05% (-202.7K)	All Managers (Combined)	$8.3M	3.0% ($8.3M/$278.4M)	QoQ -46.82% (-$7.3M) YoY -50.86% (-$8.6M)
Planet Fitness, Inc.(PLNTcusip72703H101)	38.3K	QoQ NEW(+38.3K) YoY NEW(+38.3K)	All Managers (Combined)	$3.7M	1.3% ($3.7M/$278.4M)	QoQ NEW(+$3.7M) YoY NEW(+$3.7M)
Sprinklr, Inc.(CXMcusip85208T107)	170.0K	QoQ NEW(+170.0K) YoY NEW(+170.0K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$278.4M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)