Teca Partners as of March 31, 2025
Portfolio Holdings for Teca Partners
Teca Partners holds 10 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 15.7 | $22M | 117k | 187.36 | |
| Ross Stores (ROST) | 15.0 | $21M | 164k | 127.79 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 11.8 | $17M | 1.8M | 9.03 | |
| Option Care Health Com New (OPCH) | 9.7 | $14M | 385k | 34.95 | |
| TJX Companies (TJX) | 9.0 | $13M | 104k | 121.80 | |
| Elf Beauty (ELF) | 9.0 | $13M | 200k | 62.79 | |
| Lpl Financial Holdings (LPLA) | 8.9 | $13M | 38k | 327.14 | |
| Ferguson Enterprises Common Stock New (FERG) | 8.4 | $12M | 73k | 160.23 | |
| Fortune Brands (FBIN) | 7.7 | $11M | 176k | 60.88 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 4.8 | $6.6M | 72k | 91.73 |
