DOSSIER · 13F-HR · Q2 2026
Sea Cliff Partners Management, LP
$226M in tracked AUM across 14 positions as of Q2 2026.
SC
CIK 0002011655 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Sea Cliff Partners Management, LP reported a significant contraction in portfolio value for the period ending September 30, 2025. The total assets under management (AUM) decreased by 44.7%, falling from $293.34M to $162.09M. This reduction is attributable to a combination of active portfolio deleveraging and reallocation rather than pure market depreciation, as evidenced by the high volume of selling activity. The fund currently maintains a highly concentrated...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.