Sea Cliff Partners Management, LP
Hedge Fund • Long/Short
Sea Cliff Partners Management, LP is a Long/Short Hedge Fund based in San Francisco, CA led by Matthew Randall Louis, reporting $299.9M in AUM as of Q3 2025 with 32% Technology concentration and 74% concentrated in top 10 holdings.
PartnerMatthew Randall Louis
- Portfolio Value
- $273.5M
- Positions
- 16
- Top Holding
- BTSG at 12.65%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sea Cliff Partners Management, LP's portfolio (73.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Medical - Healthcare Information Services Healthcare | $34.6M | 12.65% | -$14.2M Sold | 0.66% 1.2M shares | |
Leisure Consumer Cyclical | $21.8M | 7.97% | +$2.5M Bought | 0.25% 210.0K shares | |
Education & Training Services Consumer Defensive | $20.8M | 7.62% | -$2.0M Sold | 1.98% 3.0M shares | |
Software - Application Technology | $19.9M | 7.26% | +$9.2M Bought | 0.38% 1.1M shares | |
Software - Infrastructure Technology | $19.7M | 7.19% | +$486.2K Bought | 0.12% 214.5K shares | |
Aerospace & Defense Industrials | $18.5M | 6.76% | -$8.3M Sold | 0.37% 295.0K shares | |
Software - Application Technology | $17.8M | 6.51% | -$8.8M Sold | 0.07% 87.7K shares | |
Industrial - Distribution Industrials | $17.4M | 6.38% | +$17.4M Bought | 0.17% 82.5K shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $16.4M | 6.01% | -$1.8M Sold | — 607.7K shares | |
Industrial - Distribution Industrials | $14.9M | 5.45% | -$1.8M Sold | 0.15% 277.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sea Cliff Partners Management, LP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+86.66% | |
+18.89% | |
+14.14% | |
+13.04% | |
+8.33% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-33.07% | |
-31.03% | |
-30.65% | |
-30.65% |
Analytics
Portfolio insights and performance metrics for Sea Cliff Partners Management, LP
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