Sea Cliff Partners Management, LP
•CIK: 2011655•Filing: Q4 2025
**Sea Cliff Partners Management, LP** manages $237M across a concentrated portfolio of 13 positions. The fund exhibits significant conviction in technology and growth sectors, evidenced by top holdings including BTSG at $38.2M and WCC at $23.5M. Key allocations also feature PLNT ($22.2M), HXL ($21.9M), and C-PR ($20.7M). This structure suggests a targeted, high-conviction approach within its investment mandate.
Total AUM
$237.3M
QoQ Performance
-9.2%
Positions
13
Top 10 Concentration
86.8%
Latest Filing
Q4 2025
Top Holdings Allocation
BTSG
WCC
PLNT
HXL
JAME
UDMY
GDDY
OKTA
BTSG16.1%
WCC9.9%
PLNT9.4%
HXL9.2%
JAMES8.7%
UDMY7.9%
GDDY7.3%
OKTA7.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑5 increased
↓5 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023