Teca Partners, LP
- SEC CIK
- 0001910154
- Latest filing
- Aug 13, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 11
- −2 vs. Q1 2024
- Portfolio value
- $143.5M
- −$14.0M (−8.9%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 2,361,183 | $26.2M | 18.3% | +422,768+21.8% | Added | History |
| GWREGuidewire Software, Inc. | COM | 187,782 | $25.9M | 18.0% | −15,150−7.5% | Reduced | History |
| FBINFortune Brands Innovations, Inc. | COM | 233,229 | $15.1M | 10.6% | +145,229+165.0% | Added | History |
| ROSTRoss Stores, Inc. | COM | 87,199 | $12.7M | 8.8% | +8,007+10.1% | Added | History |
| TJXTJX Companies Inc | Stock | 113,511 | $12.5M | 8.7% | +14,000+14.1% | Added | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 167,088 | $12.0M | 8.4% | −9,304−5.3% | Reduced | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 50,022 | $9.41M | 6.6% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 10,993 | $8.65M | 6.0% | +1,318+13.6% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 25,196 | $8.54M | 6.0% | 00.0% | Unchanged | History |
| FIVEFive Below, Inc | COM | 60,317 | $6.57M | 4.6% | +3,619+6.4% | Added | History |
| SGSweetgreen, Inc. | COM CL A | 196,077 | $5.91M | 4.1% | −573,123−74.5% | Reduced | History |
Sold out since Q1 2024 (2)
Positions held at the end of Q1 2024 that are gone from this filing.