Teca Partners, LP
- SEC CIK
- 0001910154
- Latest filing
- Aug 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 15
- −2 vs. Q3 2023
- Portfolio value
- $133.1M
- +$15.4M (+13.1%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CPCanadian Pacific Kansas City Ltd | COM | 18,995 | $1.50M | 1.1% | 00.0% | Unchanged | History |
| CMGChipotle Mexican Grill Inc | COM | 1,958 | $4.48M | 3.4% | −1,053−35.0% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 7,749 | $5.47M | 4.1% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 20,809 | $6.14M | 4.6% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 24,413 | $6.23M | 4.7% | −13,705−36.0% | Reduced | History |
| FIVEFive Below, Inc | COM | 35,203 | $7.50M | 5.6% | −6,872−16.3% | Reduced | History |
| FIVNFive9, Inc. | COM | 98,559 | $7.76M | 5.8% | +32,837+50.0% | Added | History |
| DPZDominos Pizza Inc | COM | 19,496 | $8.04M | 6.0% | 00.0% | Unchanged | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 44,611 | $8.11M | 6.1% | 00.0% | Unchanged | History |
| SGSweetgreen, Inc. | COM CL A | 750,028 | $8.48M | 6.4% | +750,028 | New | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 157,977 | $9.97M | 7.5% | +157,977 | New | History |
| ROSTRoss Stores, Inc. | COM | 82,492 | $11.4M | 8.6% | −7,221−8.0% | Reduced | History |
| TJXTJX Companies Inc | Stock | 123,511 | $11.6M | 8.7% | +5,348+4.5% | Added | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 1,325,345 | $15.1M | 11.3% | +189,677+16.7% | Added | History |
| GWREGuidewire Software, Inc. | COM | 195,599 | $21.3M | 16.0% | +46,453+31.1% | Added | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | $7.59M | – |
Sold out since Q3 2023 (4)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| EDREndeavor Group Holdings, Inc. | CL A COM | 359,796 | $7.16M | 6.1% | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 99,657 | $6.21M | 5.3% | History |
| PLNTPlanet Fitness, Inc. | CL A | 71,657 | $3.52M | 3.0% | History |
| TKOTKO Group Holdings, Inc. | CL A | 33,834 | $2.84M | 2.4% | History |