Sea Cliff Partners Management, Lp Top Holdings and 13F Report (2024) → Elon Musk: THIS will be bigger than Tesla (From Paradigm Press) (Ad) About Sea Cliff Partners Management, LpInvestment ActivitySea Cliff Partners Management, Lp has $304.44 million in total holdings as of March 31, 2024.Sea Cliff Partners Management, Lp owns shares of 15 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 22.55% of the portfolio was purchased this quarter.About 11.37% of the portfolio was sold this quarter.This quarter, Sea Cliff Partners Management, Lp has purchased 14 new stocks and bought additional shares in 10 stocks.Sea Cliff Partners Management, Lp sold shares of 2 stocks and completely divested from 2 stocks this quarter.Largest Holdings NICE $32,382,556Udemy $31,997,510GoDaddy $31,533,632Coty $29,114,180Madison Square Garden Sports $28,362,385 Largest New Holdings this Quarter AssetMark Financial $9,071,794 HoldingHexcel $5,588,542 HoldingPowerSchool $2,410,816 Holding Largest Purchases this Quarter Udemy 1,172,092 shares (about $12.87M)AssetMark Financial 256,193 shares (about $9.07M)N-able 641,917 shares (about $8.39M)GoDaddy 59,100 shares (about $7.01M)Hexcel 76,713 shares (about $5.59M) Largest Sales this Quarter AZEK 43,443 shares (about $2.18M)Dave & Buster's Entertainment 30,000 shares (about $1.88M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSea Cliff Partners Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNICENICE$32,382,556$3,809,222 ▲13.3%124,25210.6%Computer and TechnologyUDMYUdemy$31,997,510$12,869,570 ▲67.3%2,914,16310.5%Computer and TechnologyGDDYGoDaddy$31,533,632$7,013,988 ▲28.6%265,70310.4%Computer and TechnologyCOTYCoty$29,114,180$5,229,450 ▲21.9%2,434,2969.6%Consumer StaplesMSGSMadison Square Garden Sports$28,362,385$3,422,292 ▲13.7%153,7099.3%Consumer DiscretionaryRCMR1 RCM$27,457,301$4,964,532 ▲22.1%2,131,7789.0%Business ServicesNABLN-able$25,100,059$8,389,855 ▲50.2%1,920,4338.2%Business ServicesWCCWESCO International$21,410,000$2,429,778 ▲12.8%125,0007.0%Computer and TechnologyAZEKAZEK$19,053,468$2,181,707 ▼-10.3%379,4006.3%ConstructionPLAYDave & Buster's Entertainment$16,902,000$1,878,000 ▼-10.0%270,0005.6%Retail/WholesaleETWOE2open Parent$16,775,315$2,595,455 ▲18.3%3,778,2245.5%Computer and TechnologyAMKAssetMark Financial$9,071,794$9,071,794 ▲New Holding256,1933.0%FinanceMODNModel N$7,280,035$854,100 ▲13.3%255,7092.4%Computer and TechnologyHXLHexcel$5,588,542$5,588,542 ▲New Holding76,7131.8%AerospacePWSCPowerSchool$2,410,816$2,410,816 ▲New Holding113,2370.8%Consumer DiscretionaryACHCAcadia Healthcare$0$26,338,167 ▼-100.0%00.0%MedicalMCWMister Car Wash$0$4,217,625 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.