Sea Cliff Partners Management, LP Portfolio Holdings

Sea Cliff Partners Management, LP

  • $261 Billion
  • Q3 2025

Sea Cliff Partners Management, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $261 Billion distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Brightspring Health Svcs Inc with a value of $34.6B, Planet Fitness, Inc. with a value of $21.8B, Udemy, Inc. with a value of $20.8B, Clearwater Analytics Holdings, Inc. with a value of $19.9B, and Okta, Inc. with a value of $19.7B.

Examining the 13F form we can see an decrease of $17B in the current position value, from $278B to 261B.

Sea Cliff Partners Management, LP is based out at San Francisco, CA

Below you can find more details about Sea Cliff Partners Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $261 Billion
Technology: $86.3 Billion
Industrials: $50.9 Billion
Consumer Cyclical: $38.2 Billion
Consumer Defensive: $20.8 Billion
Healthcare: $12.4 Billion
Financial Services: $6.03 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$729M
$20.8 Billion 7.98% of portfolio
2,973,718
Q3 2025 Reduced 21.23%
$1.11B
$19.9 Billion 7.6% of portfolio
1,101,680
Q3 2025 New
$825M
$14.6 Billion 5.59% of portfolio
1,892,408
Q3 2025 Added 1,013.18%
$406M
$12.4 Billion 4.75% of portfolio
1,466,867
Q3 2025 Added 17.33%

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $261 Billion
  • Prior Value $278 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
Track This Portfolio

Track Sea Cliff Partners Management, LP Portfolio

Follow Sea Cliff Partners Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Cliff Partners Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Sea Cliff Partners Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email