Institutional Fund
Sea Cliff Partners Management, LP
San Francisco, CACIK 20116555 filings on record
Portfolio Value
$193.70M
Q1 2026
Holdings
13
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-18.4%
from $237.26M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Brightspring Health Svcs Inc17.3%
- Wesco Intl Inc12.2%
- Life Time Group Holdings Inc9.1%
- Okta Inc8.9%
- Integer Hldgs Corp8.6%
- Hexcel Corp New8.1%
- Other35.9%
Portfolio Holdings
13 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Brightspring Health Svcs Inc | 784.4K | $33.43M | 17.3% | −235.4K | Reduced |
| 2 | Wesco Intl Inc | 86.2K | $23.59M | 12.2% | −9.8K | Reduced |
| 3 | Life Time Group Holdings Inc | 657.1K | $17.70M | 9.1% | +190.0K | Added |
| 4 | Okta Inc | 220.1K | $17.32M | 8.9% | +23.1K | Added |
| 5 | Integer Hldgs Corp | 188.3K | $16.57M | 8.6% | +55.4K | Added |
| 6 | Hexcel Corp New | 193.2K | $15.64M | 8.1% | −102.6K | Reduced |
| 7 | James Hardie Inds PLC | 719.0K | $13.62M | 7.0% | −279.8K | Reduced |
| 8 | Udemy Inc | 2.74M | $12.65M | 6.5% | −455.5K | Reduced |
| 9 | Surgery Partners Inc | 1.04M | $12.39M | 6.4% | +366.4K | Added |
| 10 | Godaddy Inc | 122.6K | $10.14M | 5.2% | −16.3K | Reduced |
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