Teca Partners, LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 31, 2024), Teca Partners, LP reported 13 stock positions worth $157.5 million. Its top holding was Guidewire Software (GWRE) at 15.0% of the portfolio, followed by CCC Intelligent Solutions Ho (CCC, 14.7%) and Sweetgreen Class A (SG, 12.3%). Compared with Q4 2023, it opened 1 new position, sold out of 3, added to 9 and reduced 2. The biggest buy was Sweetgreen Class A (SG, shares +3%) and the biggest sale an exit from CrowdStrike Class A (CRWD).
- Most Recent 13F
- Q2 2026
- Location
- Austin, TX
- CIK
- 0001910154
- Portfolio Value
- $157.5M (Q1 2024)
- SEC Filing
- 0001999371-24-006872 ↗ filed May 31, 2024
Holdings Value
Holdings 13 stocks · $157.5M
| GWRE Guidewire Software Inc. | 15.04% | 202,932 | $23.7M | Add +3.8% |
| CCC CCC Intelligent Solutions Ho | 14.72% | 1,938,415 | $23.2M | Add +46.3% |
| SG Sweetgreen Inc. Class A | 12.34% | 769,200 | $19.4M | Add +2.6% |
| ROST Ross Stores Inc. | 7.38% | 79,192 | $11.6M | Reduce -4.0% |
| FWONK Liberty Media Corp. Class C | 7.35% | 176,392 | $11.6M | Add +11.7% |
| FIVE Five Below | 6.53% | 56,698 | $10.3M | Add +61.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 6.41% | 99,511 | $10.1M | Reduce -19.4% |
| DPZ Domino's Pizza Inc. | 6.15% | 19,496 | $9.7M | No change |
| MSGS Madison Square Garden Sports | 5.86% | 50,022 | $9.2M | Add +12.1% |
| FBIN Fortune Brands Innovations I | 4.73% | 88,000 | $7.5M | New |
| NOW ServiceNow Inc. | 4.68% | 9,675 | $7.4M | Add +24.9% |
| PANW Palo Alto Networks Inc. | 4.55% | 25,196 | $7.2M | Add +21.1% |
| FIVN FIVE9 Inc. | 4.27% | 108,240 | $6.7M | Add +9.8% |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| SG Sweetgreen Inc. Class A | Add +2.6% | 12.34% | +5.97 |
| FBIN Fortune Brands Innovations I | New | 4.73% | +4.73 |
| CCC CCC Intelligent Solutions Ho | Add +46.3% | 14.72% | +3.38 |
| FIVE Five Below | Add +61.1% | 6.53% | +0.89 |
| NOW ServiceNow Inc. | Add +24.9% | 4.68% | +0.57 |
| PANW Palo Alto Networks Inc. | Add +21.1% | 4.55% | −0.06 |
| FWONK Liberty Media Corp. Class C | Add +11.7% | 7.35% | −0.15 |
| MSGS Madison Square Garden Sports | Add +12.1% | 5.86% | −0.23 |
| GWRE Guidewire Software Inc. | Add +3.8% | 15.04% | −0.99 |
| FIVN FIVE9 Inc. | Add +9.8% | 4.27% | −1.56 |
Options Activity Q4 2023 → Q1 2024
| CIBR First Trust Nasdaq Cybersecu | put | Sold out | 141,000 | $7.6Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $116.3M | TMO, GWRE, FERG, OPCH, LPLA |
| Q1 2026 | 9 | $125.3M | VIK, OPCH, TMO, CMG, LPLA |
| Q4 2025 | 11 | $164.5M | GWRE, VIK, OPCH, TJX, LPLA |
| Q3 2025 | 11 | $158.5M | GWRE, VIK, OPCH, LPLA, FERG |
| Q2 2025 | 11 | $143.2M | GWRE, VIK, OPCH, FERG, ROST |
| Q1 2025 | 10 | $139.5M | GWRE, ROST, CCC, OPCH, TJX |
| Q4 2024 | 11 | $157.0M | GWRE, CCC, LPLA, FERG, FWONK |
| Q3 2024 | 10 | $142.8M | CCC, GWRE, FBIN, TJX, ROST |
| Q2 2024 | 11 | $143.5M | CCC, GWRE, FBIN, ROST, TJX |
| Q1 2024Amended | 13 | $157.5M | GWRE, CCC, SG, ROST, FWONK |