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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001218275

Radcliffe Capital Management, L.P.

Bala Cynwyd, PA · File #028-10367

Latest AUM
$1.84B
Positions
309
Top-10 Concentration
65.6%
Filings
14

Sector Allocation

Technology
28.1%$515.7M
Healthcare
7.5%$137.2M
Financials
2.5%$46.8M
Industrials
0.5%$9.8M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Enphase Energy IncENPH149,750,000$148.1M11.66%
2Marriott Vacations Worldwide CorpVAC113,786,000$113.4M8.93%
3Teladoc Health IncTDOC115,750,000$110.0M8.66%
4RingCentral IncRNG81,222,000$80.2M6.32%
5Callaway Golf Company131193AE477,410,000$76.9M6.06%
6Magnite Inc.MGNI76,767,000$75.8M5.97%
7Cable One IncCABO75,188,000$74.1M5.83%
8Alarm.com Holdings IncALRM57,420,000$57.3M4.51%
9Bentley Systems IncBSY48,716,000$48.6M3.83%
10Bandwidth IncBAND55,900,000$48.5M3.82%
11Enphase Energy IncENPH49,639,000$43.2M3.40%
12Etsy IncETSY38,000,000$33.9M2.67%
13Vail Resorts IncMTN33,692,000$33.7M2.65%
14DexCom Inc.DXCM26,000,000$23.9M1.88%
15Gladstone Capital CorpGLAD21,400,000$20.9M1.64%
16Five9 IncFIVN21,500,000$19.3M1.52%
17Unity Software IncU17,181,000$16.6M1.31%
18Array Technologies IncARRY18,000,000$16.3M1.28%
19FuboTV IncFUBO11,737,000$11.7M0.92%
20BlackLine IncBL10,692,000$10.6M0.83%