Sea Cliff Partners Management, LP Portfolio Holdings

Sea Cliff Partners Management, LP

  • $278 Billion
  • Q1 2025

Sea Cliff Partners Management, LP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $278 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 $36.8B, Udemy, Inc. with a value of $29.3B, Azek CO Inc. with a value of $28.6B, Go Daddy Inc. with a value of $28.1B, and Hexcel Corp with a value of $25.3B.

Examining the 13F form we can see an decrease of $9.91B in the current position value, from $288B to 278B.

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 $278 Billion
Industrials: $89.8 Billion
Technology: $66.3 Billion
Consumer Defensive: $29.3 Billion
Communication Services: $25 Billion
Consumer Cyclical: $19.4 Billion
Healthcare: $11.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$967M
$29.3 Billion 10.52% of portfolio
3,775,059
Q1 2025 Added 12.69%
$7.49B
$28.6 Billion 10.26% of portfolio
584,376
Q1 2025 Added 21.75%
$28.6B
$28.1 Billion 10.1% of portfolio
156,117
Q1 2025 Added 44.55%
$4.33B
$25.3 Billion 9.07% of portfolio
461,202
Q1 2025 Added 25.33%
$4.01B
$19 Billion 6.83% of portfolio
155,543
Q1 2025 Reduced 23.0%
$19.8B
$18.7 Billion 6.74% of portfolio
121,000
Q1 2025 New
$18.8B
$18 Billion 6.47% of portfolio
171,200
Q1 2025 Reduced 25.57%
$9.14B
$17 Billion 6.09% of portfolio
351,100
Q1 2025 Added 52.65%
$8.27B
$16.7 Billion 6.0% of portfolio
535,000
Q1 2025 Added 13.08%
$5.94B
$15.7 Billion 5.63% of portfolio
626,916
Q1 2025 New
$700M
$11.8 Billion 4.25% of portfolio
1,250,158
Q1 2025 Added 50.62%
$990M
$8.3 Billion 2.98% of portfolio
472,656
Q1 2025 Reduced 11.65%
$8.88B
$3.7 Billion 1.33% of portfolio
38,255
Q1 2025 New
$909M
$1.42 Billion 0.51% of portfolio
170,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $278 Billion
  • Prior Value $288 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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