Teca Partners, LP
- SEC CIK
- 0001910154
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 15
- +1 vs. Q1 2023
- Portfolio value
- $97.6M
- +$14.5M (+17.5%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DGDollar General Corp | COM | 16,221 | $2.75M | 2.8% | +136+0.8% | Added | History |
| EDREndeavor Group Holdings, Inc. | CL A COM | 125,318 | $3.00M | 3.1% | +125,318 | New | History |
| SGSweetgreen, Inc. | COM CL A | 267,209 | $3.43M | 3.5% | +267,209 | New | History |
| PANWPalo Alto Networks Inc | Stock | 15,222 | $3.89M | 4.0% | +6,177+68.3% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 2,087 | $4.46M | 4.6% | −203−8.9% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 33,682 | $4.95M | 5.1% | +11,111+49.2% | Added | History |
| FIVNFive9, Inc. | COM | 65,722 | $5.42M | 5.6% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 11,192 | $6.29M | 6.4% | +1,701+17.9% | Added | History |
| DPZDominos Pizza Inc | COM | 19,496 | $6.57M | 6.7% | 00.0% | Unchanged | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 88,440 | $6.66M | 6.8% | 00.0% | Unchanged | History |
| FIVEFive Below, Inc | COM | 37,175 | $7.31M | 7.5% | 00.0% | Unchanged | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 40,437 | $7.60M | 7.8% | 00.0% | Unchanged | History |
| PLNTPlanet Fitness, Inc. | CL A | 117,212 | $7.90M | 8.1% | +44,907+62.1% | Added | History |
| GWREGuidewire Software, Inc. | COM | 140,278 | $10.7M | 10.9% | +16,455+13.3% | Added | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 1,489,039 | $16.7M | 17.1% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.