Teca Partners, LP
- SEC CIK
- 0001910154
- Latest filing
- Aug 13, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 11
- −4 vs. Q4 2021
- Portfolio value
- $91.7M
- −$27.1M (−22.8%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GWREGuidewire Software, Inc. | COM | 133,922 | $12.7M | 13.8% | +13,000+10.8% | Added | History |
| FIVNFive9, Inc. | COM | 105,449 | $11.6M | 12.7% | +105,449 | New | History |
| PZZAPapa Johns International Inc | Stock | 102,200 | $10.8M | 11.7% | +45,000+78.7% | Added | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 946,668 | $10.5M | 11.4% | −8,971−0.9% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 159,308 | $9.23M | 10.1% | +159,308 | New | History |
| DKNGDraftKings Inc. | COM CL A | 429,621 | $8.37M | 9.1% | 00.0% | Unchanged | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 40,437 | $7.25M | 7.9% | −21,666−34.9% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 4,200 | $6.64M | 7.2% | +1,700+68.0% | Added | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 88,440 | $6.18M | 6.7% | 00.0% | Unchanged | History |
| DCTDuck Creek Technologies, Inc. | SHS | 237,659 | $5.26M | 5.7% | 00.0% | Unchanged | History |
| Cazoo Group LtdG2007L105 | COM | 1,188,451 | $3.28M | 3.6% | −288,000−19.5% | Reduced | – |
Sold out since Q4 2021 (6)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| PYCRPaycor HCM, Inc. | COM | 390,425 | $11.2M | 9.5% | History |
| SIXSix Flags Entertainment Corp | COM | 190,841 | $8.13M | 6.8% | History |
| ASRSoutheast Airport Group | SPON ADR SER B | 32,226 | $6.64M | 5.6% | History |
| PLANAnaplan, Inc. | COM | 131,768 | $6.04M | 5.1% | History |
| WWayfair Inc. | CL A | 21,100 | $4.01M | 3.4% | History |
| Wayfair Inc.94419LAF8 | NOTE 1.000% 8/1 | – | $1.89M | 1.6% | – |