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Sea Cliff Partners Management, LP
Sea Cliff Partners Management, LP is a public equity investment firm headquartered in San Francisco, California. Founded in 2021, the firm manages approximately $299.9 million in regulatory assets across several institutional clients. The company employs a team of 6 advisors and is SEC registered, providing portfolio management services for pooled investment vehicles and institutional clients.
Investment Strategy
Sea Cliff Partners Management, LP employs a long-only, concentrated investment strategy focused on small- and mid-cap North American public equities. The team uses a repeatable private equity approach to public markets, building a concentrated portfolio. The philosophy emphasizes leveraging domain expertise and a collaborative investment team to be constructive partners to their portfolio companies.
Latest 13F Filing Activity
Sea Cliff Partners Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 14 equity positions with a total 13F market value of $293M. The fund increased holdings in James Hardie Inds PLC, Sprinklr Inc., Planet Fitness Inc. among other positions. Sea Cliff Partners Management, LP reduced exposure to Azek Co. Inc., Match Group Inc. New, Godaddy Inc. among others.
Top Holdings
Equity Positions (14)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BTSG | BRIGHTSPRING HEALTH SVCS INC | 13.28% | $39.0M | 1,651,171 | $15.84 | $23.59 | +$2.2M |
J JHX | JAMES HARDIE INDS PLC | 8.33% | $24.4M | 908,385 | $26.89 | $26.89 | +$24.4M |
H HXL | HEXCEL CORP NEW | 8.24% | $24.2M | 427,750 | $62.33 | $56.49 | -$1.1M |
U UDMY | UDEMY INC | 7.80% | $22.9M | 3,255,374 | $11.49 | $7.03 | -$6.4M |
P PTC | PTC INC | 7.70% | $22.6M | 131,000 | $156.28 | $172.34 | +$3.8M |
Industry Allocation
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