Sea Cliff Partners Management, LP
Sector Allocation
- Healthcare30.6%$69.0M
- Technology18.4%$41.5M
- Materials12.8%$28.8M
- Communication Services11.4%$25.8M
- Consumer Discretionary11.0%$24.9M
- Industrials9.2%$20.7M
- Financials6.6%$14.8M
AUM History
13fpro.ai/research/fund/sea-cliff-partners-management-lp-2011655
Conviction and streaks
Diversifying · top 10 = 87.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
BTSG
$38.3MLTH
$25.8MWCC
$24.9MOKTA
$21.8MJHX
$16.8MITGR
$16.6MOMF
$14.8MSGRY
$14.2MHXL
$12.1MJBTM
$11.7MCOUR
$9.5MARXS
$9.0MGDDY
$6.4MTOST
$3.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sea-cliff-partners-management-lp-2011655
Sea Cliff Partners Management, LP 13F holdings — Q2 2026
$225.5M portfolio (+16.4% QoQ) · 14 holdings · Q2 2026 13F · top 10 are 87% of the stock portfolio
$38.3M
17.0% of stocks
-30%This quarter-5.4%Since filed7+ qtrsHeldAIQuality64.6#522Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$25.8M
11.4% of stocks
-4%This quarter-2.6%Since filed3 qtrsHeld$24.9M
11.0% of stocks
-16%This quarter-6.2%Since filed4 qtrsHeldAIQuality49.6#1,667Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$21.8M
9.7% of stocks
-27%This quarter+53.3%Since filed7+ qtrsHeld$16.8M
7.4% of stocks
-11%This quarter-15.2%Since filed5 qtrsHeld$16.6M
7.3% of stocks
-6%This quarter+1.2%Since filed3 qtrsHeld$14.8M
6.6% of stocks
+305%This quarter-13.4%Since filed2 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$14.2M
6.3% of stocks
-19%This quarter+55.4%Since filed3 qtrsHeld$12.1M
5.3% of stocks
-38%This quarter-24.2%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$11.7M
5.2% of stocks
NewThis quarter-9.9%Since filedNew this quarterHeld
All holdings — Sea Cliff Partners Management, LP (Q2 2026)
14 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Coursera, Inc. | Technology | $9.5M | 4.2% | 1.68M | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Arxis, Inc. | Industrials | $9.0M | 4.0% | 195K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | GoDaddy Inc. | Technology | $6.4M | 2.8% | 75K | -39% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Toast, Inc. | Technology | $3.8M | 1.7% | 136K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F |
What changed in Q2 2026
Against the previous quarter's 13F: 4 new, 1 added to, 9 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (1)
now $14.8M · held 2 qtrs, 2 adds in a row
Trimmed (9)
now $38.3M · held 7+ qtrs, 5 trims in a row
now $21.8M · held 7+ qtrs
now $12.1M · held 7+ qtrs, 2 trims in a row
now $24.9M · held 4 qtrs, 2 trims in a row
now $6.4M · held 7+ qtrs, 2 trims in a row
now $14.2M · held 3 qtrs
+3 more in the Excel export
Holdings by quarter
Every 13F Sea Cliff Partners Management, LP has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow Sea Cliff Partners Management?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Sea Cliff Partners Management's top 20 holdings: 59/100 (our AI quality score, weighted by position size; 12 of the 20 are scored)
Top 10 since filing
+3.5%
Value-weighted move of the 10 largest stock positions
Turnover
22%
Last quarter; 63% over the last 4
Top 10 weight
87%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
53%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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AI-Powered Hedge Fund Analysis: Sea Cliff Partners Management, LP
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