Sea Cliff Partners Management, LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Sea Cliff Partners Management, LP reported 14 stock positions worth $292.2 million. Its top holding was N-Able (NABL) at 11.2% of the portfolio, followed by Udemy (UDMY, 11.0%) and GoDaddy Class A (GDDY, 10.8%). Compared with Q1 2024, it opened 2 new positions, sold out of 3, added to 9 and reduced 3. The biggest buy was Hexcel (HXL, shares +206%) and the biggest sale Wesco International (WCC, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0002011655
- Portfolio Value
- $292.2M (Q2 2024)
- SEC Filing
- 0001420506-24-001465 ↗ filed Aug 14, 2024
Holdings Value
Holdings 14 stocks · $292.2M
| NABL N-Able Inc. | 11.19% | 2,146,965 | $32.7M | Add +11.8% |
| UDMY Udemy Inc. | 11.00% | 3,725,865 | $32.2M | Add +27.9% |
| GDDY GoDaddy Inc. Class A | 10.76% | 225,000 | $31.4M | Reduce -15.3% |
| RCM R1 RCM Inc. | 10.48% | 2,437,450 | $30.6M | Add +14.3% |
| COTY Coty Inc. Class A | 9.96% | 2,905,148 | $29.1M | Add +19.3% |
| NICE Nice Ltd. - Spon ADR | 8.93% | 151,734 | $26.1M | Add +22.1% |
| MSGS Madison Square Garden Sports | 8.02% | 124,583 | $23.4M | Reduce -18.9% |
| PLAY Dave & Buster's Entertainmen | 7.02% | 515,043 | $20.5M | Add +90.8% |
| ETWO E2OPEN Parent Holdings Inc. | 6.62% | 4,309,717 | $19.4M | Add +14.1% |
| AZEK The Azek Co. Inc. | 5.62% | 390,172 | $16.4M | Add +2.8% |
| HXL Hexcel Corp. | 5.02% | 235,106 | $14.7M | Add +206.5% |
| WCC Wesco International Inc. | 3.38% | 62,349 | $9.9M | Reduce -50.1% |
| PLNT Planet Fitness Inc. Class A | 1.70% | 67,602 | $5.0M | New |
| CXM Sprinklr Inc. Class A | 0.30% | 90,040 | $866K | New |
Portfolio Sells Q1 2024 → Q2 2024
| WCC Wesco International Inc. | Reduce -50.1% | 3.38% | −3.65 |
| AMK Assetmark Financial Holdings | Sold out | 0.00% | −2.98 |
| MODN Model N Inc. | Sold out | 0.00% | −2.39 |
| MSGS Madison Square Garden Sports | Reduce -18.9% | 8.02% | −1.30 |
| PWSC Powerschool Holdings Inc. Class A | Sold out | 0.00% | −0.79 |
| GDDY GoDaddy Inc. Class A | Reduce -15.3% | 10.76% | +0.40 |
Portfolio Buys Q1 2024 → Q2 2024
| HXL Hexcel Corp. | Add +206.5% | 5.02% | +3.19 |
| NABL N-Able Inc. | Add +11.8% | 11.19% | +2.94 |
| PLNT Planet Fitness Inc. Class A | New | 1.70% | +1.70 |
| PLAY Dave & Buster's Entertainmen | Add +90.8% | 7.02% | +1.46 |
| RCM R1 RCM Inc. | Add +14.3% | 10.48% | +1.46 |
| ETWO E2OPEN Parent Holdings Inc. | Add +14.1% | 6.62% | +1.11 |
| UDMY Udemy Inc. | Add +27.9% | 11.00% | +0.49 |
| COTY Coty Inc. Class A | Add +19.3% | 9.96% | +0.40 |
| CXM Sprinklr Inc. Class A | New | 0.30% | +0.30 |
| AZEK The Azek Co. Inc. | Add +2.8% | 5.62% | −0.63 |
| NICE Nice Ltd. - Spon ADR | Add +22.1% | 8.93% | −1.71 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 14 | $225.5M | BTSG, LTH, WCC, OKTA, JHX |
| Q1 2026 | 13 | $193.7M | BTSG, WCC, LTH, OKTA, ITGR |
| Q4 2025 | 13 | $237.3M | BTSG, WCC, PLNT, HXL, JHX |
| Q3 2025 | 15 | $261.4M | BTSG, PLNT, UDMY, CWAN, OKTA |
| Q2 2025 | 15 | $293.3M | BTSG, JHX, HXL, UDMY, PTC |
| Q1 2025 | 15 | $278.4M | BTSG, UDMY, AZEK, GDDY, HXL |
| Q4 2024 | 15 | $288.3M | BTSG, UDMY, JBTM, HXL, AZEK |
| Q3 2024 | 15 | $298.3M | NABL, NICE, UDMY, COTY, AZEK |
| Q2 2024 | 14 | $292.2M | NABL, UDMY, GDDY, RCM, COTY |
| Q1 2024 | 15 | $304.4M | NICE, UDMY, GDDY, COTY, MSGS |