Filed: 8/14/2025ACC: 0001420506-25-002053
📋 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 $293.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$293.34M
Total AUM (reported)
11.96M
Total Shares
Allocation by class
COM$147.30M50.2%
CL A$121.61M41.5%
SPONSORED ADR$24.43M8.3%
Portfolio Concentration
Top 3$87.54M29.8%
4–10$142.84M48.7%
11–25$62.96M21.5%
Top 3 weight
29.8%
Top 10 weight
78.5%
Voting Authority Distribution
Total shares with voting rights: 11.96M
Sole
Full voting authority
11.96M
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
SOLEShares1.65M
TypeSH
Market value$38.95M
13.28%
Sole
1.65M
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
SOLEShares908.38K
TypeSH
Market value$24.43M
8.33%
Sole
908.38K
Shared
0.00
None
0.00
HEXCEL CORP NEW
SOLEShares427.75K
TypeSH
Market value$24.16M
8.24%
Sole
427.75K
Shared
0.00
None
0.00
UDEMY INC
SOLEShares3.26M
TypeSH
Market value$22.89M
7.80%
Sole
3.26M
Shared
0.00
None
0.00
PTC INC
SOLEShares131K
TypeSH
Market value$22.58M
7.70%
Sole
131K
Shared
0.00
None
0.00
OKTA INC
SOLEShares209.20K
TypeSH
Market value$20.91M
7.13%
Sole
209.20K
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares185.78K
TypeSH
Market value$20.26M
6.91%
Sole
185.78K
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NE
SOLEShares675K
TypeSH
Market value$19.16M
6.53%
Sole
675K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares310K
TypeSH
Market value$18.71M
6.38%
Sole
310K
Shared
0.00
None
0.00
SPRINKLR INC
SOLEShares2.17M
TypeSH
Market value$18.33M
6.25%
Sole
2.17M
Shared
0.00
None
0.00
GODADDY INC
SOLEShares92K
TypeSH
Market value$16.56M
5.65%
Sole
92K
Shared
0.00
None
0.00
EVOLENT HEALTH INC
SOLEShares1.23M
TypeSH
Market value$13.89M
4.74%
Sole
1.23M
Shared
0.00
None
0.00
CLEARWATER ANALYTICS HLDGS I
SOLEShares590.20K
TypeSH
Market value$12.94M
4.41%
Sole
590.20K
Shared
0.00
None
0.00
JBT MAREL CORPORATION
SOLEShares100K
TypeSH
Market value$12.03M
4.10%
Sole
100K
Shared
0.00
None
0.00
MORNINGSTAR INC
SOLEShares24K
TypeSH
Market value$7.53M
2.57%
Sole
24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 1.65M | SH | $38.95M 13.28% | 1.65M | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | SPONSORED ADR | 908.38K | SH | $24.43M 8.33% | 908.38K | 0.00 | 0.00 |
HEXCEL CORP NEWSOLE | COM | 427.75K | SH | $24.16M 8.24% | 427.75K | 0.00 | 0.00 |
UDEMY INCSOLE | COM | 3.26M | SH | $22.89M 7.80% | 3.26M | 0.00 | 0.00 |
PTC INCSOLE | COM | 131K | SH | $22.58M 7.70% | 131K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 209.20K | SH | $20.91M 7.13% | 209.20K | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 185.78K | SH | $20.26M 6.91% | 185.78K | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NESOLE | COM | 675K | SH | $19.16M 6.53% | 675K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 310K | SH | $18.71M 6.38% | 310K | 0.00 | 0.00 |
SPRINKLR INCSOLE | CL A | 2.17M | SH | $18.33M 6.25% | 2.17M | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 92K | SH | $16.56M 5.65% | 92K | 0.00 | 0.00 |
EVOLENT HEALTH INCSOLE | CL A | 1.23M | SH | $13.89M 4.74% | 1.23M | 0.00 | 0.00 |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 590.20K | SH | $12.94M 4.41% | 590.20K | 0.00 | 0.00 |
JBT MAREL CORPORATIONSOLE | COM | 100K | SH | $12.03M 4.10% | 100K | 0.00 | 0.00 |
MORNINGSTAR INCSOLE | COM | 24K | SH | $7.53M 2.57% | 24K | 0.00 | 0.00 |