Sea Cliff Partners Management, LP holds a focused book of 13 stocks worth $193.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Onemain Holdings Inc and trimmed Brightspring Health Services. Their largest long position is Brightspring Health Services at 17% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011655/holdings"
Use Arkolith to show Sea Cliff Partners Management, LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sea Cliff Partners Management, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 14 / 13 | $10.6B |
| VANGUARD GROUP INC | 14 / 13 | $9.5B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14 / 13 | $4.0B |
| VANGUARD CAPITAL MANAGEMENT LLC | 14 / 13 | $3.8B |
| FMR LLC | 14 / 13 | $3.5B |
| STATE STREET CORP | 14 / 13 | $3.0B |
| DIMENSIONAL FUND ADVISORS LP | 14 / 13 | $1.9B |
| GEODE CAPITAL MANAGEMENT, LLC | 14 / 13 | $1.8B |
Ranked by how many of Sea Cliff Partners Management, LP's top 13 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Brightspring Health Svcs Inc COM | $33.4M | 784.4K | 17.3% | ▼−23% Reduced · −235K sh | |
| 2 | Wesco Intl Inc COM | $23.6M | 86.2K | 12.2% | ▼−10% Reduced · −10K sh | |
| 3 | Life Time Group Holdings Inc COMMON STOCK | $17.7M | 657.1K | 9.1% | ▲+41% Added · +190K sh | |
| 4 | Okta Inc CL A | $17.3M | 220.1K | 8.9% | ▲+12% Added · +23K sh | |
| 5 | Integer Hldgs Corp COM | $16.6M | 188.3K | 8.6% | ▲+42% Added · +55K sh | |
| 6 | Hexcel Corp New COM | $15.6M | 193.2K | 8.1% | ▼−35% Reduced · −103K sh | |
| 7 | James Hardie Inds PLC ORD SHS | $13.6M | 719.0K | 7.0% | ▼−28% Reduced · −280K sh | |
| 8 | Udemy Inc COM | $12.7M | 2.74M | 6.5% | ▼−14% Reduced · −455K sh | |
| 9 | Surgery Partners Inc COM | $12.4M | 1.04M | 6.4% | ▲+54% Added · +366K sh | |
| 10 | Godaddy Inc CL A | $10.1M | 122.6K | 5.2% | ▼−12% Reduced · −16K sh | |
| 11 | Core & Main Inc CL A | $9.8M | 198.7K | 5.1% | ▼−27% Reduced · −74K sh | |
| 12 | Planet Fitness Master Issuer CL A | $7.6M | 102.5K | 3.9% | ▼−50% Reduced · −103K sh | |
| 13 | Onemain Hldgs Inc COM | $3.2M | 60.0K | 1.7% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.