Sea Cliff Partners Management, LP Portfolio Holdings by Sector
Sea Cliff Partners Management, LP
- $292 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
NICE ETWO CXM 3 stocks |
$46.3 Million
15.85% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
MSGS PLAY 2 stocks |
$43.9 Million
15.04% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
NABL 1 stocks |
$32.7 Million
11.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
UDMY 1 stocks |
$32.2 Million
11.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
GDDY 1 stocks |
$31.4 Million
10.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
RCM 1 stocks |
$30.6 Million
10.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
COTY 1 stocks |
$29.1 Million
9.96% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
AZEK 1 stocks |
$16.4 Million
5.62% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
HXL 1 stocks |
$14.7 Million
5.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
WCC 1 stocks |
$9.88 Million
3.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Leisure | Consumer Cyclical
PLNT 1 stocks |
$4.97 Million
1.7% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|