Teca Partners as of Dec. 31, 2024
Portfolio Holdings for Teca Partners
Teca Partners holds 11 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 17.6 | $28M | 164k | 168.58 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 15.8 | $25M | 2.1M | 11.73 | |
| Lpl Financial Holdings (LPLA) | 11.0 | $17M | 53k | 326.51 | |
| Ferguson Enterprises Common Stock New (FERG) | 11.0 | $17M | 99k | 173.57 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 9.9 | $16M | 167k | 92.66 | |
| Ross Stores (ROST) | 8.8 | $14M | 91k | 151.27 | |
| Palo Alto Networks (PANW) | 7.5 | $12M | 65k | 181.96 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 7.0 | $11M | 49k | 225.68 | |
| Fortune Brands (FBIN) | 5.6 | $8.7M | 128k | 68.33 | |
| TJX Companies (TJX) | 5.1 | $8.0M | 67k | 120.81 | |
| Rentokil Initial Sponsored Adr (RTO) | 0.7 | $1.1M | 45k | 25.32 |
