Teca Partners, LP
- SEC CIK
- 0001910154
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 10, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 11
- 0 vs. Q3 2022
- Portfolio value
- $70.4M
- +$11.1M (+18.8%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 1,489,039 | $13.0M | 18.4% | +101,176+7.3% | Added | History |
| GWREGuidewire Software, Inc. | COM | 123,823 | $7.75M | 11.0% | +53,057+75.0% | Added | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 40,437 | $7.41M | 10.5% | 00.0% | Unchanged | History |
| FIVNFive9, Inc. | COM | 102,600 | $6.96M | 9.9% | −4,674−4.4% | Reduced | History |
| DPZDominos Pizza Inc | COM | 19,496 | $6.75M | 9.6% | +19,496 | New | History |
| FIVEFive Below, Inc | COM | 37,175 | $6.58M | 9.3% | +37,175 | New | History |
| PLNTPlanet Fitness, Inc. | CL A | 72,305 | $5.70M | 8.1% | 00.0% | Unchanged | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 88,440 | $5.29M | 7.5% | 00.0% | Unchanged | History |
| PZZAPapa Johns International Inc | Stock | 57,200 | $4.71M | 6.7% | −14,000−19.7% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 2,290 | $3.18M | 4.5% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 7,968 | $3.09M | 4.4% | +7,968 | New | History |
Sold out since Q3 2022 (3)
Positions held at the end of Q3 2022 that are gone from this filing.