§ 13F · FUND PROFILE
Sea Cliff Partners Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $261.4T (13F)Positions · 15Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$33.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BTSG | BRIGHTSPRING HEALTH SVCS INC | 1.02M | $38.2T | 16.1% | −13% |
| 2 | WCC | WESCO INTL INC | 96K | $23.5T | 9.9% | +16% |
| 3 | PLNT | PLANET FITNESS INC | 205K | $22.2T | 9.4% | −2% |
| 4 | HXL | HEXCEL CORP NEW | 296K | $21.9T | 9.2% | ±0% |
| 5 | JHX | JAMES HARDIE INDS PLC | 999K | $20.7T | 8.7% | +59% |
| 6 | UDMY | UDEMY INC | 3.19M | $18.7T | 7.9% | +7% |
| 7 | GDDY | GODADDY INC | 139K | $17.2T | 7.3% | +32% |
| 8 | OKTA | OKTA INC | 197K | $17.0T | 7.2% | −8% |
| 9 | CNM | CORE & MAIN INC | 273K | $14.2T | 6.0% | −2% |
| 10 | LTH | LIFE TIME GROUP HOLDINGS INC | 467K | $12.4T | 5.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEA SIGNAL
AC read
Sea Cliff Partners Management, LP is a Other fund managing $261352.4 trillion in assets. The fund runs a focused portfolio of just 15 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed