Teca Partners as of Sept. 30, 2024
Portfolio Holdings for Teca Partners
Teca Partners holds 10 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ccc Intelligent Solutions Holdings (CCCS) | 17.9 | $26M | 2.3M | 11.05 | |
| Guidewire Software (GWRE) | 17.3 | $25M | 135k | 182.94 | |
| Fortune Brands (FBIN) | 16.3 | $23M | 260k | 89.53 | |
| TJX Companies (TJX) | 9.3 | $13M | 114k | 117.54 | |
| Ross Stores (ROST) | 9.2 | $13M | 87k | 150.51 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 9.1 | $13M | 167k | 77.43 | |
| Palo Alto Networks (PANW) | 7.8 | $11M | 32k | 341.80 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 7.2 | $10M | 49k | 208.26 | |
| Ferguson Enterprises Common Stock New (FERG) | 3.5 | $5.1M | 26k | 198.57 | |
| Lpl Financial Holdings (LPLA) | 2.5 | $3.5M | 15k | 232.63 |
