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SCPM
Sea Cliff Partners Management Portfolio holdings
AUM
$194M
1-Year Est. Return
8.22%
This Fund
S&P 500
This Quarter
Est. Return
-2.07%
1 Year Est. Return
+8.22%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$194M
AUM Growth
-$43.6M
(-18%)
Cap. Flow
-$33.6M
Cap. Flow
% of AUM
-17.37%
Top 10 Holdings %
Top 10 Hldgs %
89.34%
Holding
14
New
1
Increased
4
Reduced
8
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Surgery Partners
SGRY
|
+$5.26M |
| 2 |
Life Time Group Holdings
LTH
|
+$5.25M |
| 3 |
Integer Holdings
ITGR
|
+$4.71M |
| 4 |
OneMain Financial
OMF
|
+$3.56M |
| 5 |
Okta
OKTA
|
+$1.92M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Sprinklr
CXM
|
+$10.4M |
| 2 |
BrightSpring Health Services
BTSG
|
+$9.48M |
| 3 |
Planet Fitness
PLNT
|
+$9.01M |
| 4 |
Hexcel
HXL
|
+$8.64M |
| 5 |
James Hardie Industries
JHX
|
+$6.29M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 32.21% |
| 2 | Industrials | 25.32% |
| 3 | Technology | 14.18% |
| 4 | Consumer Discretionary | 13.07% |
| 5 | Materials | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
BrightSpring Health Services
BTSG
$14.3B
| $33.4M | 17.26% |
784,444
-235,443
| -23% | -$9.48M |
|
|
WCC
2
WESCO International
WCC
$16.2B
| $23.6M | 12.18% |
86,216
-9,784
| -10% | -$2.75M |
|
|
3
Life Time Group Holdings
LTH
$9.42B
| $17.7M | 9.14% |
657,105
+190,005
| +41% | +$5.25M |
|
|
4
Okta
OKTA
$24.1B
| $17.3M | 8.94% |
220,078
+23,078
| +12% | +$1.92M |
|
|
5
Integer Holdings
ITGR
$3.35B
| $16.6M | 8.56% |
188,331
+55,359
| +42% | +$4.71M |
|
|
6
Hexcel
HXL
$8.32B
| $15.6M | 8.07% |
193,236
-102,619
| -35% | -$8.64M |
|
|
7
James Hardie Industries
JHX
$15.4B
| $13.6M | 7.03% |
719,007
-279,763
| -28% | -$6.29M |
|
|
UDMY
8
DELISTED
Udemy
UDMY
| $12.7M | 6.53% |
2,738,200
-455,486
| -14% | -$2.25M |
|
|
9
Surgery Partners
SGRY
$2.06B
| $12.4M | 6.4% |
1,039,799
+366,448
| +54% | +$5.26M |
|
10
GoDaddy
GDDY
$12.3B
| $10.1M | 5.23% |
122,609
-16,326
| -12% | -$1.55M |
|
11
Core & Main
CNM
$8.17B
| $9.82M | 5.07% |
198,694
-74,005
| -27% | -$3.98M |
|
|
12
Planet Fitness
PLNT
$4.23B
| $7.62M | 3.94% |
102,481
-102,519
| -50% | -$9.01M |
|
|
13
OneMain Financial
OMF
$6.9B
| $3.21M | 1.66% |
+60,000
| New | +$3.56M |
|
|
14
Sprinklr
CXM
$1.33B
| – | – |
-1,334,112
| Closed | -$10.4M |
|
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Sea Cliff Partners Management's Q1 2026 Portfolio in Review
As of Q1 2026, Sea Cliff Partners Management held 14 positions worth $194M, down 18% from $237M the previous quarter. Its ten largest holdings account for 89% of the portfolio.
Sea Cliff Partners Management withdrew a net $33.6M in Q1 2026, closing 1 position and reducing 8 holdings. Its most notable exit was Sprinklr, an estimated $10.4M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 32% of assets, up from 25% a quarter earlier, followed by Industrials and Technology.
Against the trend, Sea Cliff Partners Management opened a new position in OneMain Financial worth $3.21M.
- Sea Cliff Partners Management's largest Q1 2026 buy was OneMain Financial: 60,000 shares worth $3.21M.
- Sea Cliff Partners Management added most to Surgery Partners in Q1 2026, an estimated $5.26M increase.
- Sea Cliff Partners Management's biggest Q1 2026 reduction was BrightSpring Health Services, cutting an estimated $9.48M.
- Sea Cliff Partners Management fully exited Sprinklr in Q1 2026, selling an estimated $10.4M.
- Sea Cliff Partners Management's ten largest holdings make up 89% of its $194M portfolio in Q1 2026.
- Sea Cliff Partners Management opened 1 new position and closed 1 in Q1 2026.
- Sea Cliff Partners Management's portfolio value fell 18% quarter-over-quarter to $194M.
Based on Sea Cliff Partners Management's 13F filing for Q1 2026, filed 15 May 2026.