Teca-Partners-Lp

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
10
Total Value
139457875
Accession Number
0001999371-25-006070
Form Type
13F-HR
Manager Name
Teca-Partners-Lp
Data Enrichment
90% identified
9 identified1 unidentified

Holdings

10 positions • $139.5M total value
Manager:
Search and click to pin securities to the top
Guidewire Software, Inc.
Shares:117.2K
Value:$22.0M
% of Portfolio:15.7% ($22.0M/$139.5M)
ROSS STORES, INC.
Shares:163.8K
Value:$20.9M
% of Portfolio:15.0% ($20.9M/$139.5M)
CCC Intelligent Solutions Holdings Inc.
Shares:1.8M
Value:$16.5M
% of Portfolio:11.8% ($16.5M/$139.5M)
Option Care Health, Inc.
Shares:385.2K
Value:$13.5M
% of Portfolio:9.7% ($13.5M/$139.5M)
TJX COMPANIES INC /DE/
Shares:103.5K
Value:$12.6M
% of Portfolio:9.0% ($12.6M/$139.5M)
e.l.f. Beauty, Inc.
Shares:200.0K
Value:$12.6M
% of Portfolio:9.0% ($12.6M/$139.5M)
LPL Financial Holdings Inc.
Shares:38.1K
Value:$12.5M
% of Portfolio:8.9% ($12.5M/$139.5M)
Ferguson Enterprises Inc. /DE/
Shares:72.8K
Value:$11.7M
% of Portfolio:8.4% ($11.7M/$139.5M)
Fortune Brands Innovations, Inc.
Shares:175.7K
Value:$10.7M
% of Portfolio:7.7% ($10.7M/$139.5M)
78468R663
Shares:72.3K
Value:$6.6M
% of Portfolio:4.8% ($6.6M/$139.5M)