§ 13F · FUND PROFILE
Sea Cliff Partners Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $261M (13F)Positions · 15Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BTSG | BRIGHTSPRING HEALTH SVCS INC | 784K | $33M | 17.3% | −23% |
| 2 | WCC | WESCO INTL INC | 86K | $24M | 12.2% | −10% |
| 3 | LTH | LIFE TIME GROUP HOLDINGS INC | 657K | $18M | 9.1% | +41% |
| 4 | OKTA | OKTA INC | 220K | $17M | 8.9% | +12% |
| 5 | ITGR | INTEGER HLDGS CORP | 188K | $17M | 8.6% | +42% |
| 6 | HXL | HEXCEL CORP NEW | 193K | $16M | 8.1% | −35% |
| 7 | JHX | JAMES HARDIE INDS PLC | 719K | $14M | 7.0% | −28% |
| 8 | UDMY | UDEMY INC | 2.74M | $13M | 6.5% | −14% |
| 9 | SGRY | SURGERY PARTNERS INC | 1.04M | $12M | 6.4% | +54% |
| 10 | GDDY | GODADDY INC | 123K | $10M | 5.2% | −12% |
§ 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 $261 million in assets. The fund runs a focused portfolio of just 15 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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