Teca Partners, LP
- SEC CIK
- 0001910154
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 11
- +1 vs. Q3 2024
- Portfolio value
- $157.0M
- +$14.2M (+9.9%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GWREGuidewire Software, Inc. | COM | 164,296 | $27.7M | 17.6% | +29,460+21.8% | Added | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 2,111,575 | $24.8M | 15.8% | −207,448−8.9% | Reduced | History |
| LPLALPL Financial Holdings Inc. | COM | 52,875 | $17.3M | 11.0% | +37,814+251.1% | Added | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 99,099 | $17.2M | 11.0% | +73,576+288.3% | Added | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 167,088 | $15.5M | 9.9% | 00.0% | Unchanged | History |
| ROSTRoss Stores, Inc. | COM | 91,098 | $13.8M | 8.8% | +3,899+4.5% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 64,756 | $11.8M | 7.5% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 49,022 | $11.1M | 7.0% | 00.0% | Unchanged | History |
| FBINFortune Brands Innovations, Inc. | COM | 128,003 | $8.75M | 5.6% | −131,501−50.7% | Reduced | History |
| TJXTJX Companies Inc | Stock | 66,511 | $8.04M | 5.1% | −47,000−41.4% | Reduced | History |
| RTORentokil Initial PLC | SPONSORED ADR | 45,090 | $1.14M | 0.7% | +45,090 | New | History |