13F HOLDINGS REPORT
Teca Partners, LP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001839882-25-008943
Total Value
$157.0M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 164,296 | $27.7M | 17.65% |
| 2 | CCC INTELLIGENT SOLUTIONS HL | CCC | 2,111,575 | $24.8M | 15.78% |
| 3 | LPL FINL HLDGS INC | 50212V100 | 52,875 | $17.3M | 11.00% |
| 4 | FERGUSON ENTERPRISES INC | FERG | 99,099 | $17.2M | 10.96% |
| 5 | LIBERTY MEDIA CORP DEL | FWONB | 167,088 | $15.5M | 9.86% |
| 6 | ROSS STORES INC | ROST | 91,098 | $13.8M | 8.78% |
| 7 | PALO ALTO NETWORKS INC | PANW | 64,756 | $11.8M | 7.51% |
| 8 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 49,022 | $11.1M | 7.05% |
| 9 | FORTUNE BRANDS INNOVATIONS I | FBIN | 128,003 | $8.7M | 5.57% |
| 10 | TJX COS INC NEW | 872540109 | 66,511 | $8.0M | 5.12% |
| 11 | RENTOKIL INITIAL PLC | RKLIF | 45,090 | $1.1M | 0.73% |