Sea Cliff Partners Management, LP Portfolio Holdings

Sea Cliff Partners Management, LP

  • $304 Billion
  • Q1 2024

Sea Cliff Partners Management, LP has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $304 Billion distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nice Ltd. with a value of $32.4B, Udemy, Inc. with a value of $32B, Go Daddy Inc. with a value of $31.5B, Coty Inc. with a value of $29.1B, and Madison Square Garden Sports Corp. with a value of $28.4B.

Examining the 13F form we can see an increase of $47.9B in the current position value, from $256B to 304B.

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 $304 Billion
Technology: $115 Billion
Consumer Defensive: $61.1 Billion
Industrials: $46.1 Billion
Communication Services: $45.3 Billion
Healthcare: $27.5 Billion
Financial Services: $9.07 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.8B
$32.4 Billion 10.64% of portfolio
124,252
Q1 2024 Added 13.33%
$1.21B
$32 Billion 10.51% of portfolio
2,914,163
Q1 2024 Added 67.28%
$22.4B
$31.5 Billion 10.36% of portfolio
265,703
Q1 2024 Added 28.61%
$8.29B
$29.1 Billion 9.56% of portfolio
2,434,296
Q1 2024 Added 21.89%
$3.86B
$28.4 Billion 9.32% of portfolio
153,709
Q1 2024 Added 13.72%
$4.56B
$27.5 Billion 9.02% of portfolio
2,131,778
Q1 2024 Added 22.07%
$2.67B
$25.1 Billion 8.24% of portfolio
1,920,433
Q1 2024 Added 50.21%
$8B
$21.4 Billion 7.03% of portfolio
125,000
Q1 2024 Added 12.8%
$6.33B
$19.1 Billion 6.26% of portfolio
379,400
Q1 2024 Reduced 10.27%
$1.84B
$16.9 Billion 5.55% of portfolio
270,000
Q1 2024 Reduced 10.0%
$1.34B
$16.8 Billion 5.51% of portfolio
3,778,224
Q1 2024 Added 18.3%
$2.54B
$9.07 Billion 2.98% of portfolio
256,193
Q1 2024 New
$0
$7.28 Billion 2.39% of portfolio
255,709
Q1 2024 Added 13.29%
$5.37B
$5.59 Billion 1.84% of portfolio
76,713
Q1 2024 New
$3.54B
$2.41 Billion 0.79% of portfolio
113,237
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $304 Billion
  • Prior Value $256 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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