Q1 2025 · 13F-HR
Teca Partners, LPholdings as filed
Filed 2025-05-14 · accession 0001999371-25-006070
$139.5M
Reported value
10
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $22.0M | 15.7% | 117,156 | Common | SOLE |
| 778296103 | ROST | ROSS STORES INC | $20.9M | 15.0% | 163,831 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $16.5M | 11.8% | 1,825,316 | Common | SOLE |
| 68404L201 | OPCH | OPTION CARE HEALTH INC | $13.5M | 9.65% | 385,153 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $12.6M | 9.04% | 103,511 | Common | SOLE |
| 26856L103 | ELF | E L F BEAUTY INC | $12.6M | 9.00% | 199,964 | Common | SOLE |
| 50212V100 | LPLA | LPL FINL HLDGS INC | $12.5M | 8.94% | 38,123 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $11.7M | 8.36% | 72,764 | Common | SOLE |
| 34964C106 | FBIN | FORTUNE BRANDS HOME & SEC IN | $10.7M | 7.67% | 175,714 | Common | SOLE |
| 78468R663 | BIL | SPDR SER TR | $6.6M | 4.76% | 72,348 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.