Sea Cliff Partners Management, LP
SAN FRANCISCO CA · SEC CIK 0002011655
$2.26亿2026Q2 申报市值
14持仓数
87.3%前十大占比 · 第一大 17.0%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JBTM 新建仓+$1,168.70万
OMF 加仓+$1,115.70万
COUR 新建仓+$948.20万
ARXS 新建仓+$899.73万
TOST 新建仓+$379.09万
2026Q2 卖出最多 按季末市值估算
BTSG 减仓-$1,642.45万
UDEMY INC 清仓-$1,265.05万
CNM 清仓-$981.55万
OKTA 减仓-$819.76万
PLNT 清仓-$762.25万
2026Q2 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 | $3,828.27万 | 16.98% | 548,934 | -235,510 | -30.0% | -$1,642.45万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $2,580.68万 | 11.44% | 631,900 | -25,205 | -3.8% | -$102.94万 | 减仓 |
| WCC | WESCO INTL INC | $2,487.10万 | 11.03% | 72,000 | -14,216 | -16.5% | -$491.06万 | 减仓 |
| OKTA | OKTA INC | $2,183.20万 | 9.68% | 160,000 | -60,078 | -27.3% | -$819.76万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $1,676.23万 | 7.43% | 640,270 | -78,737 | -11.0% | -$206.13万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $1,655.12万 | 7.34% | 177,113 | -11,218 | -6.0% | -$104.83万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $1,481.52万 | 6.57% | 242,991 | 182,991 | 305.0% | $1,115.70万 | 加仓 |
| SGRY | SURGERY PARTNERS INC | $1,421.05万 | 6.30% | 845,864 | -193,935 | -18.7% | -$325.81万 | 减仓 |
| HXL | HEXCEL CORP NEW | $1,206.77万 | 5.35% | 120,605 | -72,631 | -37.6% | -$726.75万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $1,168.70万 | 5.18% | 80,600 | 80,600 | — | $1,168.70万 | 新建仓 |
| COUR | COURSERA INC | $948.20万 | 4.20% | 1,681,200 | 1,681,200 | — | $948.20万 | 新建仓 |
| ARXS | ARXIS INC | $899.73万 | 3.99% | 195,000 | 195,000 | — | $899.73万 | 新建仓 |
| GDDY | GODADDY INC | $636.60万 | 2.82% | 75,000 | -47,609 | -38.8% | -$404.11万 | 减仓 |
| TOST | TOAST INC | $379.09万 | 1.68% | 136,264 | 136,264 | — | $379.09万 | 新建仓 |
| — | UDEMY INC | $0 | 0.00% | 0 | -2,738,200 | -100.0% | -$1,265.05万 | 清仓 |
| CNM | CORE & MAIN INC | $0 | 0.00% | 0 | -198,694 | -100.0% | -$981.55万 | 清仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $0 | 0.00% | 0 | -102,481 | -100.0% | -$762.25万 | 清仓 |