Teca Partners, LP
- SEC CIK
- 0001910154
- Latest filing
- Aug 13, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 17
- +2 vs. Q2 2023
- Portfolio value
- $117.7M
- +$20.1M (+20.6%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 1,135,668 | $15.2M | 12.9% | −353,371−23.7% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 149,146 | $13.4M | 11.4% | +8,868+6.3% | Added | History |
| TJXTJX Companies Inc | Stock | 118,163 | $10.5M | 8.9% | +118,163 | New | History |
| ROSTRoss Stores, Inc. | COM | 89,713 | $10.1M | 8.6% | +89,713 | New | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 44,611 | $7.86M | 6.7% | +4,174+10.3% | Added | History |
| DPZDominos Pizza Inc | COM | 19,496 | $7.38M | 6.3% | 00.0% | Unchanged | History |
| EDREndeavor Group Holdings, Inc. | CL A COM | 359,796 | $7.16M | 6.1% | +234,478+187.1% | Added | History |
| FIVEFive Below, Inc | COM | 42,075 | $6.77M | 5.8% | +4,900+13.2% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 38,118 | $6.38M | 5.4% | +4,436+13.2% | Added | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 99,657 | $6.21M | 5.3% | +11,217+12.7% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 3,011 | $5.52M | 4.7% | +924+44.3% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 20,809 | $4.88M | 4.1% | +5,587+36.7% | Added | History |
| NOWServiceNow, Inc. | Stock | 7,749 | $4.33M | 3.7% | −3,443−30.8% | Reduced | History |
| FIVNFive9, Inc. | COM | 65,722 | $4.23M | 3.6% | 00.0% | Unchanged | History |
| PLNTPlanet Fitness, Inc. | CL A | 71,657 | $3.52M | 3.0% | −45,555−38.9% | Reduced | History |
| TKOTKO Group Holdings, Inc. | CL A | 33,834 | $2.84M | 2.4% | +33,834 | New | History |
| CPCanadian Pacific Kansas City Ltd | COM | 18,995 | $1.41M | 1.2% | +18,995 | New | History |
Sold out since Q2 2023 (2)
Positions held at the end of Q2 2023 that are gone from this filing.