Sea Cliff Partners Management, LP Portfolio Holdings

Sea Cliff Partners Management, LP

  • $288 Billion
  • Q4 2024

Sea Cliff Partners Management, LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $288 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 $29.5B, Udemy, Inc. with a value of $27.6B, John Bean Technologies Corp with a value of $25.7B, Hexcel Corp with a value of $23.1B, and Azek CO Inc. with a value of $22.8B.

Examining the 13F form we can see an decrease of $9.98B in the current position value, from $298B to 288B.

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 $288 Billion
Industrials: $103 Billion
Technology: $68.1 Billion
Consumer Defensive: $47.4 Billion
Communication Services: $31.1 Billion
Healthcare: $9.34 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Brightspring Health Svcs Inc
-
$29.5 Billion 10.25% of portfolio
-
Q4 2024 Added 49.1%
$1.4B
$27.6 Billion 9.56% of portfolio
3,349,839
Q4 2024 Reduced 13.92%
$4.01B
$25.7 Billion 8.91% of portfolio
202,000
Q4 2024 Reduced 7.24%
$5.47B
$23.1 Billion 8.0% of portfolio
368,000
Q4 2024 Added 6.48%
$7.59B
$22.8 Billion 7.9% of portfolio
480,000
Q4 2024 Reduced 9.86%
$27.6B
$21.3 Billion 7.39% of portfolio
108,000
Q4 2024 Reduced 1.82%
$4.7B
$19.8 Billion 6.87% of portfolio
2,844,612
Q4 2024 Reduced 4.43%
$4.52B
$19.6 Billion 6.78% of portfolio
215,439
Q4 2024 Added 38.99%
$11.3B
$18.7 Billion 6.48% of portfolio
110,000
Q4 2024 Reduced 34.27%
$14.7B
$18.1 Billion 6.29% of portfolio
230,000
Q4 2024 Added 30.72%
$1.22B
$15.6 Billion 5.42% of portfolio
535,000
Q4 2024 Reduced 20.9%
$9.75B
$15.5 Billion 5.37% of portfolio
473,129
Q4 2024 Added 83.36%
$9.22B
$11.7 Billion 4.06% of portfolio
230,000
Q4 2024 New
$1.8B
$10 Billion 3.48% of portfolio
1,072,790
Q4 2024 Reduced 53.35%
$1.02B
$9.34 Billion 3.24% of portfolio
830,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $288 Billion
  • Prior Value $298 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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