Teca Partners, Lp Top Holdings and 13F Report (2024) → Are You Positioned For The New Energy Goldrush? (From Wealthpin Pro) (Ad) About Teca Partners, LpInvestment ActivityTeca Partners, Lp has $157.49 million in total holdings as of March 31, 2024.Teca Partners, Lp owns shares of 13 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 16.22% of the portfolio was purchased this quarter.About 14.43% of the portfolio was sold this quarter.This quarter, Teca Partners, Lp has purchased 16 new stocks and bought additional shares in 9 stocks.Teca Partners, Lp sold shares of 2 stocks and completely divested from 4 stocks this quarter.Largest Holdings Guidewire Software $23,684,194CCC Intelligent Solutions $23,183,443Sweetgreen $19,429,992Ross Stores $11,622,218Formula One Group $11,571,315 Largest New Holdings this Quarter Fortune Brands Innovations $7,450,960 Holding Largest Purchases this Quarter Fortune Brands Innovations 88,000 shares (about $7.45M)CCC Intelligent Solutions 613,070 shares (about $7.33M)Five Below 21,495 shares (about $3.90M)ServiceNow 1,926 shares (about $1.47M)Palo Alto Networks 4,387 shares (about $1.25M) Largest Sales this Quarter TJX Companies 24,000 shares (about $2.43M)Ross Stores 3,300 shares (about $484.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTeca Partners, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGWREGuidewire Software$23,684,194$855,834 ▲3.7%202,93215.0%Computer and TechnologyCCCSCCC Intelligent Solutions$23,183,443$7,332,317 ▲46.3%1,938,41514.7%FinanceSGSweetgreen$19,429,992$484,285 ▲2.6%769,20012.3%Retail/WholesaleROSTRoss Stores$11,622,218$484,308 ▼-4.0%79,1927.4%Retail/WholesaleFWONKFormula One Group$11,571,315$1,208,024 ▲11.7%176,3927.3%Consumer DiscretionaryFIVEFive Below$10,283,883$3,898,763 ▲61.1%56,6986.5%Retail/WholesaleTJXTJX Companies$10,092,406$2,434,080 ▼-19.4%99,5116.4%Retail/WholesaleDPZDomino's Pizza$9,687,1720.0%19,4966.2%Retail/WholesaleMSGSMadison Square Garden Sports$9,230,059$998,438 ▲12.1%50,0225.9%Consumer DiscretionaryFBINFortune Brands Innovations$7,450,960$7,450,960 ▲New Holding88,0004.7%Retail/WholesaleNOWServiceNow$7,376,220$1,468,382 ▲24.9%9,6754.7%Computer and TechnologyPANWPalo Alto Networks$7,158,939$1,246,478 ▲21.1%25,1964.5%Computer and TechnologyFIVNFive9$6,722,786$601,287 ▲9.8%108,2404.3%Computer and TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$0$7,591,440 ▼-100.0%00.0%ManufacturingCRWDCrowdStrike$0$6,233,127 ▼-100.0%00.0%Computer and TechnologyCMGChipotle Mexican Grill$0$4,477,868 ▼-100.0%00.0%Retail/WholesaleCPCanadian Pacific Kansas City$0$1,501,745 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
