Filed: 5/14/2025ACC: 0001420506-25-001069
📋 What this filing means
SEA CLIFF PARTNERS MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $278.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$278.38M
Total AUM (reported)
10.90M
Total Shares
Allocation by class
COM$169.76M61.0%
CL A$108.62M39.0%
Portfolio Concentration
Top 3$94.65M34.0%
4–10$142.80M51.3%
11–25$40.93M14.7%
Top 3 weight
34.0%
Top 10 weight
85.3%
Voting Authority Distribution
Total shares with voting rights: 10.90M
Sole
Full voting authority
10.90M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
BRIGHTSPRING HEALTH SVCS INC
SOLEShares2.03M
TypeSH
Market value$36.78M
13.21%
Sole
2.03M
Shared
0.00
None
0.00
UDEMY INC
SOLEShares3.78M
TypeSH
Market value$29.29M
10.52%
Sole
3.78M
Shared
0.00
None
0.00
AZEK CO INC
SOLEShares584.38K
TypeSH
Market value$28.57M
10.26%
Sole
584.38K
Shared
0.00
None
0.00
GODADDY INC
SOLEShares156.12K
TypeSH
Market value$28.12M
10.10%
Sole
156.12K
Shared
0.00
None
0.00
HEXCEL CORP NEW
SOLEShares461.20K
TypeSH
Market value$25.26M
9.07%
Sole
461.20K
Shared
0.00
None
0.00
JBT MAREL CORPORATION
SOLEShares155.54K
TypeSH
Market value$19.01M
6.83%
Sole
155.54K
Shared
0.00
None
0.00
PTC INC
SOLEShares121K
TypeSH
Market value$18.75M
6.74%
Sole
121K
Shared
0.00
None
0.00
OKTA INC
SOLEShares171.20K
TypeSH
Market value$18.01M
6.47%
Sole
171.20K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares351.10K
TypeSH
Market value$16.96M
6.09%
Sole
351.10K
Shared
0.00
None
0.00
MATCH GROUP INC NEW
SOLEShares535K
TypeSH
Market value$16.69M
6.00%
Sole
535K
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NE
SOLEShares626.92K
TypeSH
Market value$15.67M
5.63%
Sole
626.92K
Shared
0.00
None
0.00
EVOLENT HEALTH INC
SOLEShares1.25M
TypeSH
Market value$11.84M
4.25%
Sole
1.25M
Shared
0.00
None
0.00
DAVE & BUSTERS ENTMT INC
SOLEShares472.66K
TypeSH
Market value$8.30M
2.98%
Sole
472.66K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares38.26K
TypeSH
Market value$3.70M
1.33%
Sole
38.26K
Shared
0.00
None
0.00
SPRINKLR INC
SOLEShares170K
TypeSH
Market value$1.42M
0.51%
Sole
170K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 2.03M | SH | $36.78M 13.21% | 2.03M | 0.00 | 0.00 |
UDEMY INCSOLE | COM | 3.78M | SH | $29.29M 10.52% | 3.78M | 0.00 | 0.00 |
AZEK CO INCSOLE | CL A | 584.38K | SH | $28.57M 10.26% | 584.38K | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 156.12K | SH | $28.12M 10.10% | 156.12K | 0.00 | 0.00 |
HEXCEL CORP NEWSOLE | COM | 461.20K | SH | $25.26M 9.07% | 461.20K | 0.00 | 0.00 |
JBT MAREL CORPORATIONSOLE | COM | 155.54K | SH | $19.01M 6.83% | 155.54K | 0.00 | 0.00 |
PTC INCSOLE | COM | 121K | SH | $18.75M 6.74% | 121K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 171.20K | SH | $18.01M 6.47% | 171.20K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 351.10K | SH | $16.96M 6.09% | 351.10K | 0.00 | 0.00 |
MATCH GROUP INC NEWSOLE | COM | 535K | SH | $16.69M 6.00% | 535K | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NESOLE | COM | 626.92K | SH | $15.67M 5.63% | 626.92K | 0.00 | 0.00 |
EVOLENT HEALTH INCSOLE | CL A | 1.25M | SH | $11.84M 4.25% | 1.25M | 0.00 | 0.00 |
DAVE & BUSTERS ENTMT INCSOLE | COM | 472.66K | SH | $8.30M 2.98% | 472.66K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 38.26K | SH | $3.70M 1.33% | 38.26K | 0.00 | 0.00 |
SPRINKLR INCSOLE | CL A | 170K | SH | $1.42M 0.51% | 170K | 0.00 | 0.00 |