Institutional Manager · CIK 0002011655
Sea Cliff Partners Management, LP
SAN FRANCISCO, CA · File #028-23828
Latest AUM
$237.3M
Positions
13
Top-10 Concentration
86.8%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202513 pos · $237.3M
- 13F HOLDINGS REPORTQ/E Sep 202515 pos · $261.4M
- 13F HOLDINGS REPORTQ/E Jun 202515 pos · $293.3M
- 13F HOLDINGS REPORTQ/E Mar 202515 pos · $278.4M
- 13F HOLDINGS REPORTQ/E Dec 202415 pos · $288.3M
- 13F HOLDINGS REPORTQ/E Sep 202415 pos · $298.3M
- 13F HOLDINGS REPORTQ/E Jun 202414 pos · $292.2M
- 13F HOLDINGS REPORTQ/E Mar 202415 pos · $304.4M
Top 13 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 1,019,887 | $38.2M | 16.10% |
| 2 | WESCO INTL INC | 95082P105 | 96,000 | $23.5M | 9.90% |
| 3 | PLANET FITNESS INC | PLNT | 205,000 | $22.2M | 9.37% |
| 4 | HEXCEL CORP NEW | 428291108 | 295,855 | $21.9M | 9.22% |
| 5 | JAMES HARDIE INDS PLC | G4253H101 | 998,770 | $20.7M | 8.73% |
| 6 | UDEMY INC | UDMY | 3,193,686 | $18.7M | 7.87% |
| 7 | GODADDY INC | GDDY | 138,935 | $17.2M | 7.27% |
| 8 | OKTA INC | OKTA | 197,000 | $17.0M | 7.18% |
| 9 | CORE & MAIN INC | CNM | 272,699 | $14.2M | 5.97% |
| 10 | LIFE TIME GROUP HOLDINGS INC | LTH | 467,100 | $12.4M | 5.23% |
| 11 | INTEGER HLDGS CORP | ITGR | 132,972 | $10.4M | 4.40% |
| 12 | SURGERY PARTNERS INC | SGRY | 673,351 | $10.4M | 4.38% |
| 13 | SPRINKLR INC | CXM | 1,334,112 | $10.4M | 4.37% |