13F HOLDINGS REPORT
Teca Partners, LP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001999371-25-006070
Total Value
$139.5M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 117,156 | $22.0M | 15.74% |
| 2 | ROSS STORES INC | ROST | 163,831 | $20.9M | 15.01% |
| 3 | CCC INTELLIGENT SOLUTIONS HL | CCC | 1,825,316 | $16.5M | 11.82% |
| 4 | OPTION CARE HEALTH INC | OPCH | 385,153 | $13.5M | 9.65% |
| 5 | TJX COS INC NEW | 872540109 | 103,511 | $12.6M | 9.04% |
| 6 | E L F BEAUTY INC | ELF | 199,964 | $12.6M | 9.00% |
| 7 | LPL FINL HLDGS INC | 50212V100 | 38,123 | $12.5M | 8.94% |
| 8 | FERGUSON ENTERPRISES INC | FERG | 72,764 | $11.7M | 8.36% |
| 9 | FORTUNE BRANDS HOME & SEC IN | FBIN | 175,714 | $10.7M | 7.67% |
| 10 | SPDR SER TR | 78468R663 | 72,348 | $6.6M | 4.76% |