Teca Partners, LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Teca Partners, LP reported 11 stock positions worth $143.5 million. Its top holding was CCC Intelligent Solutions Ho (CCC) at 18.3% of the portfolio, followed by Guidewire Software (GWRE, 18.0%) and Fortune Brands Innovations I (FBIN, 10.6%). Compared with Q1 2024, it sold out of 2, added to 6 and reduced 3. The biggest buy was Fortune Brands Innovations I (FBIN, shares +165%) and the biggest sale Sweetgreen Class A (SG, shares −75%).

Most Recent 13F
Q2 2026
Location
Austin, TX
CIK
0001910154
Portfolio Value
$143.5M (Q2 2024)
SEC Filing
0001999371-24-010069 ↗ filed Aug 13, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $157.5M Q1 2024 Q2 2024: $143.5M $143.5M Q2 2024 Q3 2024: $142.8M Q3 2024 Q4 2024: $157.0M Q4 2024 Q1 2025: $139.5M Q1 2025 Q2 2025: $143.2M Q2 2025 Q3 2025: $158.5M Q3 2025 Q4 2025: $164.5M Q4 2025 Q1 2026: $125.3M Q1 2026 Q2 2026: $116.3M Q2 2026

Holdings 11 stocks · $143.5M
CCC CCC Intelligent Solutions Ho 18.28% 2,361,183 $26.2M Add +21.8%
GWRE Guidewire Software Inc. 18.04% 187,782 $25.9M Reduce -7.5%
FBIN Fortune Brands Innovations I 10.55% 233,229 $15.1M Add +165.0%
ROST Ross Stores Inc. 8.83% 87,199 $12.7M Add +10.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 8.71% 113,511 $12.5M Add +14.1%
FWONK Liberty Media Corp. Class C 8.36% 167,088 $12.0M Reduce -5.3%
MSGS Madison Square Garden Sports 6.56% 50,022 $9.4M No change
NOW ServiceNow Inc. 6.03% 10,993 $8.6M Add +13.6%
PANW Palo Alto Networks Inc. 5.95% 25,196 $8.5M No change
FIVE Five Below 4.58% 60,317 $6.6M Add +6.4%
SG Sweetgreen Inc. Class A 4.12% 196,077 $5.9M Reduce -74.5%

Portfolio Sells Q1 2024 → Q2 2024
SG Sweetgreen Inc. Class A Reduce -74.5% 4.12% −8.22
DPZ Domino's Pizza Inc. Sold out 0.00% −6.15
FIVN FIVE9 Inc. Sold out 0.00% −4.27
FWONK Liberty Media Corp. Class C Reduce -5.3% 8.36% +1.02
GWRE Guidewire Software Inc. Reduce -7.5% 18.04% +3.00

Portfolio Buys Q1 2024 → Q2 2024
FBIN Fortune Brands Innovations I Add +165.0% 10.55% +5.82
CCC CCC Intelligent Solutions Ho Add +21.8% 18.28% +3.56
TJX TJX Companies Inc. Add +14.1% 8.71% +2.30
ROST Ross Stores Inc. Add +10.1% 8.83% +1.45
NOW ServiceNow Inc. Add +13.6% 6.03% +1.34
FIVE Five Below Add +6.4% 4.58% −1.95

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 8$116.3MTMO, GWRE, FERG, OPCH, LPLA
Q1 2026 9$125.3MVIK, OPCH, TMO, CMG, LPLA
Q4 2025 11$164.5MGWRE, VIK, OPCH, TJX, LPLA
Q3 2025 11$158.5MGWRE, VIK, OPCH, LPLA, FERG
Q2 2025 11$143.2MGWRE, VIK, OPCH, FERG, ROST
Q1 2025 10$139.5MGWRE, ROST, CCC, OPCH, TJX
Q4 2024 11$157.0MGWRE, CCC, LPLA, FERG, FWONK
Q3 2024 10$142.8MCCC, GWRE, FBIN, TJX, ROST
Q2 2024 11$143.5MCCC, GWRE, FBIN, ROST, TJX
Q1 2024Amended 13$157.5MGWRE, CCC, SG, ROST, FWONK