Sea Cliff Partners Management, LP
13F Reported Value
ⓘ$225.5M
Holdings
14
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Sea Cliff Partners Management, LP disclosed 14 positions worth $225.5M in its Form 13F-HR for Q2 2026, led by $BTSG (BrightSpring Health Services, Inc.) at 17.0% of the equity portfolio, followed by $LTH and $WCC. During the quarter the fund opened 4 new positions and exited 3 — including a new stake in $JBTM and a full exit from $UDMY. The portfolio is most concentrated in Healthcare (30.6% of disclosed assets). All figures are sourced directly from Sea Cliff Partners Management, LP’s Form 13F-HR filing with the SEC under CIK 2011655.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 63.3#641
Quality
$38.3M548,934 sh - 60.9#828
Quality
$25.8M631,900 sh - 48.8#1,695
Quality
$24.9M72,000 sh - 64.7
Quality
$21.8M160,000 sh - —
Quality
$16.8M640,270 sh - 55.9
Quality
$16.6M177,113 sh - 66.4
Quality
$14.8M242,991 sh - 53.1
Quality
$14.2M845,864 sh - 58.1
Quality
$12.1M120,605 sh - 64.3
Quality
$11.7M80,600 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BrightSpring Health Services, Inc.$BTSG | 63.3#641 | $38.3M | 548,934 |
 Life Time Group Holdings, Inc.$LTH | 60.9#828 | $25.8M | 631,900 |
 WESCO INTERNATIONAL INC$WCC | 48.8#1,695 | $24.9M | 72,000 |
 Okta, Inc.$OKTA | 64.7 | $21.8M | 160,000 |
 James Hardie Industries plc$JHX | — | $16.8M | 640,270 |
 Integer Holdings Corp$ITGR | 55.9 | $16.6M | 177,113 |
 OneMain Holdings, Inc.$OMF | 66.4 | $14.8M | 242,991 |
 Surgery Partners, Inc.$SGRY | 53.1 | $14.2M | 845,864 |
 HEXCEL CORP /DE/$HXL | 58.1 | $12.1M | 120,605 |
 JBT MAREL Corp$JBTM | 64.3 | $11.7M | 80,600 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sea Cliff Partners Management, LP's 14 positions.
Showing top 10 of 14 holdings.
Sector Allocation
Healthcare
$69.0M
Technology
$41.5M
Materials
$28.8M
Communication Services
$25.8M
Consumer Discretionary
$24.9M
Industrials
$20.7M
Financials
$14.8M
Full Holdings — Sea Cliff Partners Management, LP (Q2 2026)
All 14 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BTSG | BrightSpring Health Services, Inc. | $38.3M | 17.0% | -30% | 63.3 |
| 2 | $LTH | Life Time Group Holdings, Inc. | $25.8M | 11.4% | -4% | 60.9 |
| 3 | $WCC | WESCO INTERNATIONAL INC | $24.9M | 11.0% | -16% | 48.8 |
| 4 | $OKTA | Okta, Inc. | $21.8M | 9.7% | -27% | 64.7 |
| 5 | $JHX | James Hardie Industries plc | $16.8M | 7.4% | -11% | — |
| 6 | $ITGR | Integer Holdings Corp | $16.6M | 7.3% | -6% | 55.9 |
| 7 | $OMF | OneMain Holdings, Inc. | $14.8M | 6.6% | +305% | 66.4 |
| 8 | $SGRY | Surgery Partners, Inc. | $14.2M | 6.3% | -19% | 53.1 |
| 9 | $HXL | HEXCEL CORP /DE/ | $12.1M | 5.3% | -38% | 58.1 |
| 10 | $JBTM | JBT MAREL Corp | $11.7M | 5.2% | NEW | 64.3 |
| 11 |  $COUR | Coursera, Inc. | $9.5M | 4.2% | NEW | 36.7 |
| 12 |  $ARXS | Arxis, Inc. | $9.0M | 4.0% | NEW | — |
| 13 |  $GDDY | GoDaddy Inc. | $6.4M | 2.8% | -39% | 70.7 |
| 14 |  $TOST | Toast, Inc. | $3.8M | 1.7% | NEW | 69.5 |
New Positions (4)
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