13F HOLDINGS REPORT
Teca Partners, LP
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001999371-24-010069
Total Value
$143.5M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CCC INTELLIGENT SOLUTIONS HL | CCC | 2,361,183 | $26.2M | 18.28% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 187,782 | $25.9M | 18.04% |
| 3 | FORTUNE BRANDS INNOVATIONS I | FBIN | 233,229 | $15.1M | 10.55% |
| 4 | ROSS STORES INC | ROST | 87,199 | $12.7M | 8.83% |
| 5 | TJX COS INC NEW | 872540109 | 113,511 | $12.5M | 8.71% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 167,088 | $12.0M | 8.36% |
| 7 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 50,022 | $9.4M | 6.56% |
| 8 | SERVICENOW INC | NOW | 10,993 | $8.6M | 6.03% |
| 9 | PALO ALTO NETWORKS INC | PANW | 25,196 | $8.5M | 5.95% |
| 10 | FIVE BELOW INC | FIVE | 60,317 | $6.6M | 4.58% |
| 11 | SWEETGREEN INC | SG | 196,077 | $5.9M | 4.12% |