Sea Cliff Partners Management, LP Portfolio Holdings by Sector
Sea Cliff Partners Management, LP
- $304 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
NICE ETWO MODN PWSC 4 stocks |
$58.8 Million
19.33% of portfolio
|
  4  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
MSGS PLAY 2 stocks |
$45.3 Million
14.87% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
UDMY 1 stocks |
$32 Million
10.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
GDDY 1 stocks |
$31.5 Million
10.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
COTY 1 stocks |
$29.1 Million
9.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
RCM 1 stocks |
$27.5 Million
9.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
NABL 1 stocks |
$25.1 Million
8.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
WCC 1 stocks |
$21.4 Million
7.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
AZEK 1 stocks |
$19.1 Million
6.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
AMK 1 stocks |
$9.07 Million
2.98% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
HXL 1 stocks |
$5.59 Million
1.84% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|