Sea Cliff Partners Management, LP
Sea Cliff Partners Management, LP reported 14 holdings worth US$226M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Sea Cliff Partners Management, LP reported 14 holdings worth US$226M as of Jun 30, 2026. Largest: Brightspring Health Services, Inc., Life Time Group Holdings, Inc. and Wesco International, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 14
- Value as reported
- US$226M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Brightspring Health Services, Inc. | 549K | US$38.3M | 17.0% |
| Life Time Group Holdings, Inc. | 632K | US$25.8M | 11.4% |
| Wesco International, Inc. | 72,000 | US$24.9M | 11.0% |
| Okta, Inc. | 160K | US$21.8M | 9.7% |
| Integer Holdings Corporation | 177K | US$16.6M | 7.3% |
| Onemain Holdings, Inc. | 243K | US$14.8M | 6.6% |
| Surgery Partners, Inc. | 846K | US$14.2M | 6.3% |
| Hexcel Corporation | 121K | US$12.1M | 5.4% |
| Jbt Marel Corporation | 80,600 | US$11.7M | 5.2% |
| Coursera, Inc. | 1.68M | US$9.48M | 4.2% |
| Arxis, Inc. | 195K | US$9M | 4.0% |
| Godaddy Inc. | 75,000 | US$6.37M | 2.8% |
| Toast, Inc. | 136K | US$3.79M | 1.7% |
| Core & Main, Inc. | 0 | US$0 | 0.00% |
| Planet Fitness, Inc. | 0 | US$0 | 0.00% |
| Udemy, Inc. | 0 | US$0 | 0.00% |