Teca Partners, Lp Top Holdings and 13F Report (2025) About Teca Partners, LpInvestment ActivityTeca Partners, Lp has $139.46 million in total holdings as of March 31, 2025.Teca Partners, Lp owns shares of 10 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 35.39% of the portfolio was purchased this quarter.About 42.98% of the portfolio was sold this quarter.This quarter, Teca Partners, Lp has purchased 11 new stocks and bought additional shares in 3 stocks.Teca Partners, Lp sold shares of 4 stocks and completely divested from 4 stocks this quarter.Largest Holdings Guidewire Software $21,950,348Ross Stores $20,935,963CCC Intelligent Solutions $16,482,603Option Care Health $13,461,097TJX Companies $12,607,640 Largest New Holdings this Quarter 68404L201 - Option Care Health $13,461,097 Holding26856L103 - e.l.f. Beauty $12,555,740 Holding78468R663 - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $6,636,482 Holding Largest Purchases this Quarter Option Care Health 385,153 shares (about $13.46M)e.l.f. Beauty 199,964 shares (about $12.56M)Ross Stores 72,733 shares (about $9.29M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 72,348 shares (about $6.64M)TJX Companies 37,000 shares (about $4.51M) Largest Sales this Quarter Guidewire Software 47,140 shares (about $8.83M)LPL Financial 14,752 shares (about $4.83M)FERGUSON ENTERPRISES INC 26,335 shares (about $4.22M)CCC Intelligent Solutions 286,259 shares (about $2.58M) 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$21,950,348$8,832,150 ▼-28.7%117,15615.7%Computer and TechnologyROSTRoss Stores$20,935,963$9,294,550 ▲79.8%163,83115.0%Retail/WholesaleCCCSCCC Intelligent Solutions$16,482,603$2,584,919 ▼-13.6%1,825,31611.8%Computer and TechnologyOPCHOption Care Health$13,461,097$13,461,097 ▲New Holding385,1539.7%MedicalTJXTJX Companies$12,607,640$4,506,600 ▲55.6%103,5119.0%Retail/WholesaleELFe.l.f. Beauty$12,555,740$12,555,740 ▲New Holding199,9649.0%Consumer StaplesLPLALPL Financial$12,471,558$4,825,969 ▼-27.9%38,1238.9%FinanceFERGUSON ENTERPRISES INC$11,658,976$4,219,657 ▼-26.6%72,7648.4%COMMON STOCK NEWFBINFortune Brands Innovations$10,697,468$2,904,646 ▲37.3%175,7147.7%Retail/WholesaleBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$6,636,482$6,636,482 ▲New Holding72,3484.8%ETFFWONKFormula One Group$0$15,482,374 ▼-100.0%00.0%Consumer DiscretionaryPANWPalo Alto Networks$0$11,783,002 ▼-100.0%00.0%Computer and TechnologyMSGSMadison Square Garden Sports$0$11,063,285 ▼-100.0%00.0%Consumer DiscretionaryRTORentokil Initial$0$1,141,679 ▼-100.0%00.0%Business ServicesShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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.
