Teca Partners, LP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Teca Partners, LP reported 11 stock positions worth $157.0 million. Its top holding was Guidewire Software (GWRE) at 17.6% of the portfolio, followed by CCC Intelligent Solutions Ho (CCC, 15.8%) and LPL Financial (LPLA, 11.0%). Compared with Q3 2024, it opened 1 new position, added to 4 and reduced 3. The biggest buy was LPL Financial (LPLA, shares +251%) and the biggest sale Fortune Brands Innovations I (FBIN, shares −51%).

Most Recent 13F
Q2 2026
Location
Austin, TX
CIK
0001910154
Portfolio Value
$157.0M (Q4 2024)
SEC Filing
0001839882-25-008943 ↗ filed Feb 13, 2025

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 Q3 2024 Q4 2024: $157.0M $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 · $157.0M
GWRE Guidewire Software Inc. 17.65% 164,296 $27.7M Add +21.9%
CCC CCC Intelligent Solutions Ho 15.78% 2,111,575 $24.8M Reduce -8.9%
LPLA LPL Financial Holdings Inc. 11.00% 52,875 $17.3M Add +251.1%
FERG Ferguson Enterprises Inc. 10.96% 99,099 $17.2M Add +288.3%
FWONK Liberty Media Corp. Class C 9.86% 167,088 $15.5M No change
ROST Ross Stores Inc. 8.78% 91,098 $13.8M Add +4.5%
PANW Palo Alto Networks Inc. 7.51% 64,756 $11.8M No change
MSGS Madison Square Garden Sports 7.05% 49,022 $11.1M No change
FBIN Fortune Brands Innovations I 5.57% 128,003 $8.7M Reduce -50.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 5.12% 66,511 $8.0M Reduce -41.4%
RTO Rentokil Initial PLC-SP ADR 0.73% 45,090 $1.1M New

Portfolio Sells Q3 2024 → Q4 2024
FBIN Fortune Brands Innovations I Reduce -50.7% 5.57% −10.70
TJX TJX Companies Inc. Reduce -41.4% 5.12% −4.23
CCC CCC Intelligent Solutions Ho Reduce -8.9% 15.78% −2.17

Portfolio Buys Q3 2024 → Q4 2024
LPLA LPL Financial Holdings Inc. Add +251.1% 11.00% +8.54
FERG Ferguson Enterprises Inc. Add +288.3% 10.96% +7.41
RTO Rentokil Initial PLC-SP ADR New 0.73% +0.73
GWRE Guidewire Software Inc. Add +21.9% 17.65% +0.37
ROST Ross Stores Inc. Add +4.5% 8.78% −0.41

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