Teca Partners, LP Portfolio Holdings

Teca Partners, LP

  • $124 Million
  • Q4 2024

Teca Partners, LP has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $124 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Guidewire Software, Inc. with a value of $27.7M, Ccc Intelligent Solutions Holdings Inc. with a value of $24.8M, Lpl Financial Holdings Inc. with a value of $17.3M, Ross Stores, Inc. with a value of $13.8M, and Palo Alto Networks Inc with a value of $11.8M.

Examining the 13F form we can see an increase of $5.51M in the current position value, from $118M to 124M.

Teca Partners, LP is based out at Austin, TX

Below you can find more details about Teca Partners, LP portfolio as well as his latest detailed transactions.

Portfolio value $124 Million
Technology: $64.2 Million
Consumer Cyclical: $21.8 Million
Financial Services: $17.3 Million
Communication Services: $11.1 Million
Industrials: $9.43 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.8B
$27.7 Million 22.37% of portfolio
164,296
Q4 2024 Added 21.85%
$29.8B
$17.3 Million 13.94% of portfolio
52,875
Q4 2024 Added 251.07%
$48.2B
$13.8 Million 11.13% of portfolio
91,098
Q4 2024 Added 4.47%
$59.9B
$11.8 Million 9.52% of portfolio
64,756
Q4 2024 Added 100.0%
$144B
$8.04 Million 6.49% of portfolio
66,511
Q4 2024 Reduced 41.41%
$13.7B
$1.14 Million 0.92% of portfolio
45,090
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $124 Million
  • Prior Value $118 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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