Filed: 11/14/2025ACC: 0001420506-25-003278
📋 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 $261.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$261.35M
Total AUM (reported)
11.14M
Total Shares
Allocation by class
COM$131.63M50.4%
CL A$117.62M45.0%
ORD SHS$12.10M4.6%
Portfolio Concentration
Top 3$77.23M29.5%
4–10$124.60M47.7%
11–25$59.52M22.8%
Top 3 weight
29.5%
Top 10 weight
77.2%
Voting Authority Distribution
Total shares with voting rights: 11.14M
Sole
Full voting authority
11.14M
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
SOLEShares1.17M
TypeSH
Market value$34.59M
13.23%
Sole
1.17M
Shared
0.00
None
0.00
PLANET FITNESS INC
SOLEShares210K
TypeSH
Market value$21.80M
8.34%
Sole
210K
Shared
0.00
None
0.00
UDEMY INC
SOLEShares2.97M
TypeSH
Market value$20.85M
7.98%
Sole
2.97M
Shared
0.00
None
0.00
CLEARWATER ANALYTICS HLDGS I
SOLEShares1.10M
TypeSH
Market value$19.85M
7.60%
Sole
1.10M
Shared
0.00
None
0.00
OKTA INC
SOLEShares214.50K
TypeSH
Market value$19.67M
7.53%
Sole
214.50K
Shared
0.00
None
0.00
HEXCEL CORP NEW
SOLEShares295K
TypeSH
Market value$18.50M
7.08%
Sole
295K
Shared
0.00
None
0.00
PTC INC
SOLEShares87.68K
TypeSH
Market value$17.80M
6.81%
Sole
87.68K
Shared
0.00
None
0.00
WESCO INTL INC
SOLEShares82.50K
TypeSH
Market value$17.45M
6.68%
Sole
82.50K
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NE
SOLEShares607.70K
TypeSH
Market value$16.42M
6.28%
Sole
607.70K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares277K
TypeSH
Market value$14.91M
5.71%
Sole
277K
Shared
0.00
None
0.00
SPRINKLR INC
SOLEShares1.89M
TypeSH
Market value$14.61M
5.59%
Sole
1.89M
Shared
0.00
None
0.00
GODADDY INC
SOLEShares105K
TypeSH
Market value$14.37M
5.50%
Sole
105K
Shared
0.00
None
0.00
EVOLENT HEALTH INC
SOLEShares1.47M
TypeSH
Market value$12.41M
4.75%
Sole
1.47M
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
SOLEShares630K
TypeSH
Market value$12.10M
4.63%
Sole
630K
Shared
0.00
None
0.00
MORNINGSTAR INC
SOLEShares26K
TypeSH
Market value$6.03M
2.31%
Sole
26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 1.17M | SH | $34.59M 13.23% | 1.17M | 0.00 | 0.00 |
PLANET FITNESS INCSOLE | CL A | 210K | SH | $21.80M 8.34% | 210K | 0.00 | 0.00 |
UDEMY INCSOLE | COM | 2.97M | SH | $20.85M 7.98% | 2.97M | 0.00 | 0.00 |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 1.10M | SH | $19.85M 7.60% | 1.10M | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 214.50K | SH | $19.67M 7.53% | 214.50K | 0.00 | 0.00 |
HEXCEL CORP NEWSOLE | COM | 295K | SH | $18.50M 7.08% | 295K | 0.00 | 0.00 |
PTC INCSOLE | COM | 87.68K | SH | $17.80M 6.81% | 87.68K | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 82.50K | SH | $17.45M 6.68% | 82.50K | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NESOLE | COM | 607.70K | SH | $16.42M 6.28% | 607.70K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 277K | SH | $14.91M 5.71% | 277K | 0.00 | 0.00 |
SPRINKLR INCSOLE | CL A | 1.89M | SH | $14.61M 5.59% | 1.89M | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 105K | SH | $14.37M 5.50% | 105K | 0.00 | 0.00 |
EVOLENT HEALTH INCSOLE | CL A | 1.47M | SH | $12.41M 4.75% | 1.47M | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | ORD SHS | 630K | SH | $12.10M 4.63% | 630K | 0.00 | 0.00 |
MORNINGSTAR INCSOLE | COM | 26K | SH | $6.03M 2.31% | 26K | 0.00 | 0.00 |