Filed: 5/14/2025ACC: 0001999371-25-006070
📋 What this filing means
TECA PARTNERS, LP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $139.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$139.46M
Total AUM (reported)
3.15M
Total Shares
Allocation by class
COM$107.70M77.2%
COM NEW$13.46M9.7%
COMMON STOCK NEW$11.66M8.4%
BLOOMBERG 1-3 MO$6.64M4.8%
Portfolio Concentration
Top 3$59.37M42.6%
4–10$80.09M57.4%
Top 3 weight
42.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.15M
Sole
Full voting authority
3.15M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
GUIDEWIRE SOFTWARE INC
SOLEShares117.16K
TypeSH
Market value$21.95M
15.74%
Sole
117.16K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares163.83K
TypeSH
Market value$20.94M
15.01%
Sole
163.83K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares1.83M
TypeSH
Market value$16.48M
11.82%
Sole
1.83M
Shared
0.00
None
0.00
OPTION CARE HEALTH INC
SOLEShares385.15K
TypeSH
Market value$13.46M
9.65%
Sole
385.15K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares103.51K
TypeSH
Market value$12.61M
9.04%
Sole
103.51K
Shared
0.00
None
0.00
E L F BEAUTY INC
SOLEShares199.96K
TypeSH
Market value$12.56M
9.00%
Sole
199.96K
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares38.12K
TypeSH
Market value$12.47M
8.94%
Sole
38.12K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares72.76K
TypeSH
Market value$11.66M
8.36%
Sole
72.76K
Shared
0.00
None
0.00
FORTUNE BRANDS HOME & SEC IN
SOLEShares175.71K
TypeSH
Market value$10.70M
7.67%
Sole
175.71K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares72.35K
TypeSH
Market value$6.64M
4.76%
Sole
72.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GUIDEWIRE SOFTWARE INCSOLE | COM | 117.16K | SH | $21.95M 15.74% | 117.16K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 163.83K | SH | $20.94M 15.01% | 163.83K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 1.83M | SH | $16.48M 11.82% | 1.83M | 0.00 | 0.00 |
OPTION CARE HEALTH INCSOLE | COM NEW | 385.15K | SH | $13.46M 9.65% | 385.15K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 103.51K | SH | $12.61M 9.04% | 103.51K | 0.00 | 0.00 |
E L F BEAUTY INCSOLE | COM | 199.96K | SH | $12.56M 9.00% | 199.96K | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 38.12K | SH | $12.47M 8.94% | 38.12K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 72.76K | SH | $11.66M 8.36% | 72.76K | 0.00 | 0.00 |
FORTUNE BRANDS HOME & SEC INSOLE | COM | 175.71K | SH | $10.70M 7.67% | 175.71K | 0.00 | 0.00 |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 72.35K | SH | $6.64M 4.76% | 72.35K | 0.00 | 0.00 |