Teca Partners, LP - Q42025 Holdings

Teca Partners, LP holds 12 stocks with a total portfolio value of $ 175.29M as of Q42025. In Q42025, Teca Partners, LP added 2 new positions, increased stakes in 3 stocks, reduced 4 holdings, and fully exited 1 position. The largest holding is Guidewire Software Inc (GWRE), representing 14.47% of the total portfolio.