Teca Partners as of June 30, 2024
Portfolio Holdings for Teca Partners
Teca Partners holds 11 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ccc Intelligent Solutions Holdings (CCCS) | 18.3 | $26M | 2.4M | 11.11 | |
| Guidewire Software (GWRE) | 18.0 | $26M | 188k | 137.89 | |
| Fortune Brands (FBIN) | 10.6 | $15M | 233k | 64.94 | |
| Ross Stores (ROST) | 8.8 | $13M | 87k | 145.32 | |
| TJX Companies (TJX) | 8.7 | $13M | 114k | 110.10 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 8.4 | $12M | 167k | 71.84 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 6.6 | $9.4M | 50k | 188.13 | |
| Servicenow (NOW) | 6.0 | $8.6M | 11k | 786.67 | |
| Palo Alto Networks (PANW) | 6.0 | $8.5M | 25k | 339.01 | |
| Five Below (FIVE) | 4.6 | $6.6M | 60k | 108.97 | |
| Sweetgreen Com Cl A (SG) | 4.1 | $5.9M | 196k | 30.14 |
