Sea Cliff Partners Management, LP
Net seller this quarter
$226M
14
-$30.7M
87.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BTSG | $38.3M | 16.98% | 0.28% | -30.0% | Q3 2024 |
 LTH | $25.8M | 11.44% | 0.28% | -3.8% | Q4 2025 |
 WCC | $24.9M | 11.03% | 0.15% | -16.5% | Q4 2023 |
 OKTA | $21.8M | 9.68% | Not reported | -27.3% | Q3 2024 |
 JHX | $16.8M | 7.43% | 0.11% | -11.0% | Q2 2025 |
 ITGR | $16.6M | 7.34% | 0.52% | -6.0% | Q4 2025 |
 OMF | $14.8M | 6.57% | 0.21% | +305.0% | Q1 2026 |
 SGRY | $14.2M | 6.30% | 0.65% | -18.7% | Q4 2025 |
 HXL | $12.1M | 5.35% | 0.16% | -37.6% | Q1 2024 |
 JBTM | $11.7M | 5.18% | 0.16% | Not reported | Q3 2024 |
 COUR | $9.48M | 4.20% | 0.61% | New | Q2 2026 |
 ARXS | $9M | 3.99% | Not reported | New | Q2 2026 |
 GDDY | $6.37M | 2.82% | 0.06% | -38.8% | Q4 2023 |
 TOST | $3.79M | 1.68% | 0.06% | New | Q2 2026 |
| Q1 2026 | |||||
| BTSG | $33.4M | 17.26% | 0.41% | -23.1% | Q3 2024 |
| WCC | $23.6M | 12.18% | 0.18% | -10.2% | Q4 2023 |
| LTH | $17.7M | 9.14% | 0.30% | +40.7% | Q4 2025 |
| OKTA | $17.3M | 8.94% | Not reported | +11.7% | Q3 2024 |
| ITGR | $16.6M | 8.56% | 0.55% | +41.6% | Q4 2025 |
| HXL | $15.6M | 8.07% | 0.25% | -34.7% | Q1 2024 |
| JHX | $13.6M | 7.03% | 0.12% | -28.0% | Q2 2025 |
| UDMY | $12.7M | 6.53% | 1.88% | -14.3% | Q4 2023 |
| SGRY | $12.4M | 6.40% | 0.80% | +54.4% | Q4 2025 |
| GDDY | $10.1M | 5.23% | 0.09% | -11.8% | Q4 2023 |
 CNM | $9.82M | 5.07% | Not reported | -27.1% | Q4 2024 |
 PLNT | $7.62M | 3.94% | 102481.00% | -50.0% | Q2 2024 |
| OMF | $3.21M | 1.66% | 0.05% | New | Q1 2026 |
| Q4 2025 | |||||
| BTSG | $38.2M | 16.10% | 0.53% | -12.8% | Q3 2024 |
| WCC | $23.5M | 9.90% | 0.20% | +16.4% | Q4 2023 |
| PLNT | $22.2M | 9.37% | 205000.00% | -2.4% | Q2 2024 |
| HXL | $21.9M | 9.22% | 0.39% | +0.3% | Q1 2024 |
| JHX | $20.7M | 8.73% | 0.23% | +58.5% | Q2 2025 |
| UDMY | $18.7M | 7.87% | 2.20% | +7.4% | Q4 2023 |
| GDDY | $17.2M | 7.27% | 0.10% | +32.3% | Q4 2023 |
| OKTA | $17M | 7.18% | Not reported | -8.2% | Q3 2024 |
| CNM | $14.2M | 5.97% | Not reported | -1.6% | Q4 2024 |
| LTH | $12.4M | 5.23% | 0.21% | New | Q4 2025 |
| ITGR | $10.4M | 4.40% | 0.39% | New | Q4 2025 |
| SGRY | $10.4M | 4.38% | 0.52% | New | Q4 2025 |
 CXM | $10.4M | 4.37% | 1.40% | -29.5% | Q2 2024 |
| Q3 2025 | |||||
| BTSG | $34.6M | 13.23% | 0.65% | -29.1% | Q3 2024 |
| PLNT | $21.8M | 8.34% | 210000.00% | +13.0% | Q2 2024 |
| UDMY | $20.8M | 7.98% | 2.02% | -8.7% | Q4 2023 |
| CWAN | $19.9M | 7.60% | Not reported | +86.7% | Q2 2025 |
| OKTA | $19.7M | 7.53% | Not reported | +2.5% | Q3 2024 |
| HXL | $18.5M | 7.08% | 0.37% | -31.0% | Q1 2024 |
 PTC | $17.8M | 6.81% | 0.07% | -33.1% | Q1 2025 |
| WCC | $17.4M | 6.68% | 0.17% | Not reported | Q4 2023 |
 CZR | $16.4M | 6.28% | 0.29% | -10.0% | Q1 2025 |
| CNM | $14.9M | 5.71% | Not reported | -10.7% | Q4 2024 |
| CXM | $14.6M | 5.59% | 1.98% | -12.7% | Q2 2024 |
| GDDY | $14.4M | 5.50% | 0.08% | +14.1% | Q4 2023 |
 EVH | $12.4M | 4.75% | 1.25% | +18.9% | Q4 2024 |
| JHX | $12.1M | 4.63% | 0.15% | -30.7% | Q2 2025 |
 MORN | $6.03M | 2.31% | 0.06% | +8.3% | Q2 2025 |