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Teca Partners, LP

SEC CIK
0001910154
Latest filing
Aug 13, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
10
−1 vs. Q1 2022
Portfolio value
$66.4M
−$25.3M (−27.6%) vs. Q1 2022
Filed
Aug 12, 2022
SEC
Holdings of Teca Partners, LP in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
CCCCCC Intelligent Solutions Holdings Inc.COM1,300,863$12.0M18.0%+354,195+37.4%AddedHistory
FIVNFive9, Inc.COM105,449$9.61M14.5%00.0%UnchangedHistory
GWREGuidewire Software, Inc.COM133,922$9.51M14.3%00.0%UnchangedHistory
PZZAPapa Johns International IncStock102,200$8.54M12.9%00.0%UnchangedHistory
PCORProcore Technologies, Inc.COM159,308$7.23M10.9%00.0%UnchangedHistory
MSGSMadison Square Garden Sports Corp.CL A40,437$6.11M9.2%00.0%UnchangedHistory
FWONKLiberty Media CorpCOM SER C FRMLA88,440$5.61M8.5%00.0%UnchangedHistory
DCTDuck Creek Technologies, Inc.SHS237,659$3.53M5.3%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM2,290$2.99M4.5%−1,910−45.5%ReducedHistory
PLNTPlanet Fitness, Inc.CL A19,199$1.31M2.0%+19,199NewHistory

Sold out since Q1 2022 (2)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Teca Partners, LP sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
DKNGDraftKings Inc.COM CL A429,621$8.37M9.1%History
Cazoo Group LtdG2007L105COM1,188,451$3.28M3.6%–