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SCPM

Sea Cliff Partners Management Portfolio holdings

AUM $226M
1-Year Est. Return 35.47%
This Fund
S&P 500
This Quarter Est. Return
+36.25%
1 Year Est. Return
+35.47%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$226M
AUM Growth
+$31.8M
Cap. Flow
-$29M
Cap. Flow %
-12.87%
Top 10 Hldgs %
87.3%
Holding
17
New
4
Increased
1
Reduced
9
Closed
3

Top Buys

Rank Stock Value
1
JBTM
JBT Marel
JBTM
+$10.4M
2
OMF icon
OneMain Financial
OMF
+$10.3M
3
COUR icon
Coursera
COUR
+$9.55M
4
ARXS
Arxis Inc
ARXS
+$7.61M
5
TOST icon
Toast
TOST
+$3.55M

Top Sells

Rank Stock Value
1
BTSG icon
BrightSpring Health Services
BTSG
+$13.1M
2
UDMY
Udemy
UDMY
+$12.7M
3
CNM icon
Core & Main
CNM
+$9.82M
4
PLNT icon
Planet Fitness
PLNT
+$7.62M
5
HXL icon
Hexcel
HXL
+$6.58M

Sector Composition

Rank Sector Weight
1 Healthcare 30.62%
2 Industrials 25.55%
3 Technology 14.18%
4 Consumer Discretionary 11.44%
5 Materials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BTSG icon
1
BrightSpring Health Services
BTSG
$11.9B
$38.3M 16.98%
548,934
-235,510
-30% -$13.1M
LTH icon
2
Life Time Group Holdings
LTH
$9.28B
$25.8M 11.44%
631,900
-25,205
-4% -$800K
WCC
3
WESCO International
WCC
$16.4B
$24.9M 11.03%
72,000
-14,216
-16% -$4.82M
OKTA icon
4
Okta
OKTA
$32.6B
$21.8M 9.68%
160,000
-60,078
-27% -$5.65M
JHX icon
5
James Hardie Industries
JHX
$16.4B
$16.8M 7.43%
640,270
-78,737
-11% -$1.73M
ITGR icon
6
Integer Holdings
ITGR
$4.29B
$16.6M 7.34%
177,113
-11,218
-6% -$996K
OMF icon
7
OneMain Financial
OMF
$7.27B
$14.8M 6.57%
242,991
+182,991
+305% +$10.3M
SGRY icon
8
Surgery Partners
SGRY
$1.84B
$14.2M 6.3%
845,864
-193,935
-19% -$2.72M
HXL icon
9
Hexcel
HXL
$6.88B
$12.1M 5.35%
120,605
-72,631
-38% -$6.58M
JBTM
10
JBT Marel
JBTM
$5.8B
$11.7M 5.18%
+80,600
New +$10.4M
COUR icon
11
Coursera
COUR
$1.43B
$9.48M 4.2%
+1,681,200
New +$9.55M
ARXS
12
Arxis Inc
ARXS
$21.2B
$9M 3.99%
+195,000
New +$7.61M
GDDY icon
13
GoDaddy
GDDY
$13.2B
$6.37M 2.82%
75,000
-47,609
-39% -$4.02M
TOST icon
14
Toast
TOST
$19.2B
$3.79M 1.68%
+136,264
New +$3.55M
CNM icon
15
Core & Main
CNM
$7.53B
– –
-198,694
Closed -$9.82M
PLNT icon
16
Planet Fitness
PLNT
$3.86B
– –
-102,481
Closed -$7.62M
UDMY
17
DELISTED
Udemy
UDMY
– –
-2,738,200
Closed -$12.7M

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Sea Cliff Partners Management's Q2 2026 Portfolio in Review

As of Q2 2026, Sea Cliff Partners Management held 17 positions worth $226M, up 16% from $194M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Sea Cliff Partners Management withdrew a net $29M in Q2 2026, closing 3 positions and reducing 9 holdings. Its most notable exit was Udemy, an estimated $12.7M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 31% of assets, down from 32% a quarter earlier, followed by Industrials and Technology.

Against the trend, Sea Cliff Partners Management opened a new position in JBT Marel worth $11.7M.

  • Sea Cliff Partners Management's largest Q2 2026 buy was JBT Marel: 80,600 shares worth $11.7M.
  • Sea Cliff Partners Management added most to OneMain Financial in Q2 2026, an estimated $10.3M increase.
  • Sea Cliff Partners Management's biggest Q2 2026 reduction was BrightSpring Health Services, cutting an estimated $13.1M.
  • Sea Cliff Partners Management fully exited Udemy in Q2 2026, selling an estimated $12.7M.
  • Sea Cliff Partners Management's ten largest holdings make up 87% of its $226M portfolio in Q2 2026.
  • Sea Cliff Partners Management opened 4 new positions and closed 3 in Q2 2026.
  • Sea Cliff Partners Management's portfolio value rose 16% quarter-over-quarter to $226M.

Based on Sea Cliff Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.