Teca Partners, LP
- SEC CIK
- 0001910154
- Latest filing
- Aug 13, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 14
- +3 vs. Q4 2022
- Portfolio value
- $83.1M
- +$12.7M (+18.1%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 1,489,039 | $13.4M | 16.1% | 00.0% | Unchanged | History |
| GWREGuidewire Software, Inc. | COM | 123,823 | $10.2M | 12.2% | 00.0% | Unchanged | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 40,437 | $7.88M | 9.5% | 00.0% | Unchanged | History |
| FIVEFive Below, Inc | COM | 37,175 | $7.66M | 9.2% | 00.0% | Unchanged | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 88,440 | $6.62M | 8.0% | 00.0% | Unchanged | History |
| DPZDominos Pizza Inc | COM | 19,496 | $6.43M | 7.7% | 00.0% | Unchanged | History |
| PLNTPlanet Fitness, Inc. | CL A | 72,305 | $5.62M | 6.8% | 00.0% | Unchanged | History |
| FIVNFive9, Inc. | COM | 65,722 | $4.75M | 5.7% | −36,878−35.9% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 9,491 | $4.41M | 5.3% | +1,523+19.1% | Added | History |
| PZZAPapa Johns International Inc | Stock | 53,500 | $4.01M | 4.8% | −3,700−6.5% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 2,290 | $3.91M | 4.7% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 16,085 | $3.39M | 4.1% | +16,085 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 22,571 | $3.10M | 3.7% | +22,571 | New | History |
| PANWPalo Alto Networks Inc | Stock | 9,045 | $1.81M | 2.2% | +9,045 | New | History |