Sea Cliff Partners Management, LP

CIK

2011655

Location

SAN FRANCISCO, CA

Portfolio Value

Small $193,698,428

Diversification

Diversified

Filing Date

Global Rank

#4,246 / 8,603 ▼ 274 · as of Mar 2026

Top Industry

Health Information Services 17.3%

3Y Alpha vs SPY

-19.9%

Period ended 3 months ago

Filed May 15, 2026 · 55d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+0.2%

SPY

+54.1%

Annualised alpha

-19.7%

Max drawdown

−31.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.3%

+1.2 pts

Top 5

56.1%

+2.8 pts

Top 10

89.3%

+2.5 pts

HHI

952

Diversified+59

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	32.2%	$62,392,690	3
Industrials	25.3%	$49,044,493	3
Technology	14.2%	$27,458,425	2
Consumer Cyclical	13.1%	$25,324,944	2
Basic Materials	7.0%	$13,617,992	1
Consumer Defensive	6.5%	$12,650,484	1
Financial Services	1.7%	$3,209,400	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
SGRY	Surgery Partners, Inc.	+366,448	1,039,799	$12,394,404
LTH	Life Time Group Holdings, Inc.	+190,005	657,105	$17,702,408
ITGR	Integer Holdings Corp	+55,359	188,331	$16,573,128
OKTA	Okta, Inc.	+23,078	220,078	$17,322,339
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
UDMY	Udemy, Inc.	−455,486	2,738,200	$12,650,484
JHX	James Hardie Industries plc	−279,763	719,007	$13,617,992
BTSG	BrightSpring Health Services, Inc.	−235,443	784,444	$33,425,158
HXL	Hexcel Corp /De/	−102,619	193,236	$15,638,589
PLNT	Planet Fitness, Inc.	−102,519	102,481	$7,622,536
CNM	Core & Main, Inc.	−74,005	198,694	$9,815,483
GDDY	GoDaddy Inc.	−16,326	122,609	$10,136,086
WCC	Wesco International Inc	−9,784	86,216	$23,590,421
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
OMF	OneMain Holdings, Inc.	60,000	$3,209,400
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CXM	Sprinklr, Inc.	1,334,112	$10,379,391
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $193,698,428 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BTSG	BrightSpring Health Services, Inc. Healthcare	Reduced	784,444	-235,443	$33,425,158	−12.5%	17.26%
WCC	Wesco International Inc Industrials	Reduced	86,216	-9,784	$23,590,421	+0.4%	12.18%
LTH	Life Time Group Holdings, Inc. Consumer Cyclical	Added	657,105	+190,005	$17,702,408	+42.6%	9.14%
OKTA	Okta, Inc. Technology	Added	220,078	+23,078	$17,322,339	+1.7%	8.94%
ITGR	Integer Holdings Corp Healthcare	Added	188,331	+55,359	$16,573,128	+58.9%	8.56%
HXL	Hexcel Corp /De/ Industrials	Reduced	193,236	-102,619	$15,638,589	−28.5%	8.07%
JHX	James Hardie Industries plc Basic Materials	Reduced	719,007	-279,763	$13,617,992	−34.3%	7.03%
UDMY	Udemy, Inc. Consumer Defensive	Reduced	2,738,200	-455,486	$12,650,484	−32.3%	6.53%
SGRY	Surgery Partners, Inc. Healthcare	Added	1,039,799	+366,448	$12,394,404	+19.1%	6.40%
GDDY	GoDaddy Inc. Technology	Reduced	122,609	-16,326	$10,136,086	−41.2%	5.23%
CNM	Core & Main, Inc. Industrials	Reduced	198,694	-74,005	$9,815,483	−30.7%	5.07%
PLNT	Planet Fitness, Inc. Consumer Cyclical	Reduced	102,481	-102,519	$7,622,536	−65.7%	3.94%
OMF	OneMain Holdings, Inc. Financial Services	NEW	60,000	NEW	$3,209,400	NEW	1.66%