Sea Cliff Partners Management, LP
SAN FRANCISCO CA · SEC CIK 0002011655
$1.94亿2026Q1 申报市值
13持仓数
89.3%前十大占比 · 第一大 17.3%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LTH 加仓+$511.87万
ITGR 加仓+$487.16万
SGRY 加仓+$436.81万
OMF 新建仓+$320.94万
OKTA 加仓+$181.65万
2026Q1 卖出最多 按季末市值估算
CXM 清仓-$1,037.94万
BTSG 减仓-$1,003.22万
HXL 减仓-$830.50万
PLNT 减仓-$762.54万
JHX 减仓-$529.87万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $3,342.52万 | 17.26% | 784,444 | -235,443 | -23.1% | -$1,003.22万 | 减仓 |
| WCC | WESCO INTL INC | $2,359.04万 | 12.18% | 86,216 | -9,784 | -10.2% | -$267.71万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $1,770.24万 | 9.14% | 657,105 | 190,005 | 40.7% | $511.87万 | 加仓 |
| OKTA | OKTA INC | $1,732.23万 | 8.94% | 220,078 | 23,078 | 11.7% | $181.65万 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $1,657.31万 | 8.56% | 188,331 | 55,359 | 41.6% | $487.16万 | 加仓 |
| HXL | HEXCEL CORP NEW | $1,563.86万 | 8.07% | 193,236 | -102,619 | -34.7% | -$830.50万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $1,361.80万 | 7.03% | 719,007 | -279,763 | -28.0% | -$529.87万 | 减仓 |
| — | UDEMY INC | $1,265.05万 | 6.53% | 2,738,200 | -455,486 | -14.3% | -$210.43万 | 减仓 |
| SGRY | SURGERY PARTNERS INC | $1,239.44万 | 6.40% | 1,039,799 | 366,448 | 54.4% | $436.81万 | 加仓 |
| GDDY | GODADDY INC | $1,013.61万 | 5.23% | 122,609 | -16,326 | -11.8% | -$134.97万 | 减仓 |
| CNM | CORE & MAIN INC | $981.55万 | 5.07% | 198,694 | -74,005 | -27.1% | -$365.58万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $762.25万 | 3.94% | 102,481 | -102,519 | -50.0% | -$762.54万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $320.94万 | 1.66% | 60,000 | 60,000 | — | $320.94万 | 新建仓 |
| CXM | SPRINKLR INC | $0 | 0.00% | 0 | -1,334,112 | -100.0% | -$1,037.94万 | 清仓 |