Teca Partners, LP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Teca Partners, LP reported 10 stock positions worth $142.8 million. Its top holding was CCC Intelligent Solutions Ho (CCC) at 17.9% of the portfolio, followed by Guidewire Software (GWRE, 17.3%) and Fortune Brands Innovations I (FBIN, 16.3%). Compared with Q2 2024, it opened 2 new positions, sold out of 3, added to 2 and reduced 3. The biggest buy was Fortune Brands Innovations I (FBIN, shares +11%) and the biggest sale an exit from ServiceNow (NOW).

Most Recent 13F
Q2 2026
Location
Austin, TX
CIK
0001910154
Portfolio Value
$142.8M (Q3 2024)
SEC Filing
0001839882-24-038901 ↗ filed Nov 13, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $157.5M Q1 2024 Q2 2024: $143.5M Q2 2024 Q3 2024: $142.8M $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 10 stocks · $142.8M
CCC CCC Intelligent Solutions Ho 17.95% 2,319,023 $25.6M Reduce -1.8%
GWRE Guidewire Software Inc. 17.28% 134,836 $24.7M Reduce -28.2%
FBIN Fortune Brands Innovations I 16.27% 259,504 $23.2M Add +11.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 9.34% 113,511 $13.3M No change
ROST Ross Stores Inc. 9.19% 87,199 $13.1M No change
FWONK Liberty Media Corp. Class C 9.06% 167,088 $12.9M No change
PANW Palo Alto Networks Inc. 7.75% 32,378 $11.1M Add +28.5%
MSGS Madison Square Garden Sports 7.15% 49,022 $10.2M Reduce -2.0%
FERG Ferguson Enterprises Inc. 3.55% 25,523 $5.1M New
LPLA LPL Financial Holdings Inc. 2.45% 15,061 $3.5M New

Portfolio Sells Q2 2024 → Q3 2024
NOW ServiceNow Inc. Sold out 0.00% −6.03
FIVE Five Below Sold out 0.00% −4.58
SG Sweetgreen Inc. Class A Sold out 0.00% −4.12
GWRE Guidewire Software Inc. Reduce -28.2% 17.28% −0.76
CCC CCC Intelligent Solutions Ho Reduce -1.8% 17.95% −0.33
MSGS Madison Square Garden Sports Reduce -2.0% 7.15% +0.59

Portfolio Buys Q2 2024 → Q3 2024
FBIN Fortune Brands Innovations I Add +11.3% 16.27% +5.72
FERG Ferguson Enterprises Inc. New 3.55% +3.55
LPLA LPL Financial Holdings Inc. New 2.45% +2.45
PANW Palo Alto Networks Inc. Add +28.5% 7.75% +1.80

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