Holdings of Sea Cliff Partners Management, LP
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 12 in 1 countries
- Top ten
- 94.0 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | BrightSpring Health Services Inc | 784,444 | 33.4M $ | |
| 2 | WESCO International Inc | 86,216 | 23.6M $ | |
| 3 | Life Time Group Holdings Inc | 657,105 | 17.7M $ | |
| 4 | Okta Inc | 220,078 | 17.3M $ | |
| 5 | Integer Holdings Corp | 188,331 | 16.6M $ | |
| 6 | Hexcel Corp | 193,236 | 15.6M $ | |
| 7 | Udemy Inc | 2,738,200 | 12.7M $ | |
| 8 | Surgery Partners Inc | 1,039,799 | 12.4M $ | |
| 9 | GoDaddy Inc | 122,609 | 10.1M $ | |
| 10 | Core & Main Inc | 198,694 | 9.8M $ | |
| 11 | Planet Fitness Inc | 102,481 | 7.6M $ | |
| 12 | OneMain Holdings Inc | 60,000 | 3.2M $ |
Sector breakdown
- Industrials 13.1 %
- Unattributed 86.9 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 12 | 180.1M $ | 100.00 % |
Cite this page
Titelia. "Holdings of Sea Cliff Partners Management, LP". https://titelia.com/en/funds/US13F2011655