Teca Partners, Lp Top Holdings and 13F Report (2024) About Teca Partners, LpInvestment ActivityTeca Partners, Lp has $142.78 million in total holdings as of June 30, 2024.Teca Partners, Lp owns shares of 10 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 9.37% of the portfolio was purchased this quarter.About 22.06% of the portfolio was sold this quarter.This quarter, Teca Partners, Lp has purchased 11 new stocks and bought additional shares in 2 stocks.Teca Partners, Lp sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings CCC Intelligent Solutions $25,625,204Guidewire Software $24,666,898Fortune Brands Innovations $23,233,393TJX Companies $13,342,083Ross Stores $13,124,321 Largest New Holdings this Quarter FERGUSON ENTERPRISES INC $5,068,102 HoldingLPL Financial $3,503,640 Holding Largest Purchases this Quarter FERGUSON ENTERPRISES INC 25,523 shares (about $5.07M)LPL Financial 15,061 shares (about $3.50M)Palo Alto Networks 7,182 shares (about $2.45M)Fortune Brands Innovations 26,275 shares (about $2.35M) Largest Sales this Quarter Guidewire Software 52,946 shares (about $9.69M)CCC Intelligent Solutions 42,160 shares (about $465.87K)Madison Square Garden Sports 1,000 shares (about $208.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTeca Partners, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCCCSCCC Intelligent Solutions$25,625,204$465,868 ▼-1.8%2,319,02317.9%FinanceGWREGuidewire Software$24,666,898$9,685,941 ▼-28.2%134,83617.3%Computer and TechnologyFBINFortune Brands Innovations$23,233,393$2,352,401 ▲11.3%259,50416.3%Retail/WholesaleTJXTJX Companies$13,342,0830.0%113,5119.3%Retail/WholesaleROSTRoss Stores$13,124,3210.0%87,1999.2%Retail/WholesaleFWONKFormula One Group$12,937,6240.0%167,0889.1%Consumer DiscretionaryPANWPalo Alto Networks$11,066,800$2,454,808 ▲28.5%32,3787.8%Computer and TechnologyMSGSMadison Square Garden Sports$10,209,322$208,260 ▼-2.0%49,0227.2%Consumer DiscretionaryFERGUSON ENTERPRISES INC$5,068,102$5,068,102 ▲New Holding25,5233.5%COMMON STOCK NEWLPLALPL Financial$3,503,640$3,503,640 ▲New Holding15,0612.5%FinanceNOWServiceNow$0$8,647,863 ▼-100.0%00.0%Computer and TechnologyFIVEFive Below$0$6,572,743 ▼-100.0%00.0%Retail/WholesaleSGSweetgreen$0$5,909,761 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
