Sea Cliff Partners Management, LP Portfolio Holdings by Sector
Sea Cliff Partners Management, LP
- $288 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
GDDY OKTA 2 stocks |
$39.4 Million
15.24% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
UDMY 1 stocks |
$27.6 Million
10.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
JBT 1 stocks |
$25.7 Million
9.92% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
HXL 1 stocks |
$23.1 Million
8.92% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
AZEK 1 stocks |
$22.8 Million
8.81% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
COTY 1 stocks |
$19.8 Million
7.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
TNET 1 stocks |
$19.6 Million
7.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
NICE 1 stocks |
$18.7 Million
7.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
PLAY 1 stocks |
$15.6 Million
6.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
MTCH 1 stocks |
$15.5 Million
5.98% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
CNM 1 stocks |
$11.7 Million
4.53% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
NABL 1 stocks |
$10 Million
3.87% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
EVH 1 stocks |
$9.34 Million
3.61% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|