Teca Partners, LP
- SEC CIK
- 0001910154
- Latest filing
- Aug 13, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 31, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 13
- −2 vs. Q4 2023
- Portfolio value
- $157.5M
- +$24.4M (+18.3%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GWREGuidewire Software, Inc. | COM | 202,932 | $23.7M | 15.0% | +7,333+3.7% | Added | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 1,938,415 | $23.2M | 14.7% | +613,070+46.3% | Added | History |
| SGSweetgreen, Inc. | COM CL A | 769,200 | $19.4M | 12.3% | +19,172+2.6% | Added | History |
| ROSTRoss Stores, Inc. | COM | 79,192 | $11.6M | 7.4% | −3,300−4.0% | Reduced | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 176,392 | $11.6M | 7.3% | +18,415+11.7% | Added | History |
| FIVEFive Below, Inc | COM | 56,698 | $10.3M | 6.5% | +21,495+61.1% | Added | History |
| TJXTJX Companies Inc | Stock | 99,511 | $10.1M | 6.4% | −24,000−19.4% | Reduced | History |
| DPZDominos Pizza Inc | COM | 19,496 | $9.69M | 6.2% | 00.0% | Unchanged | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 50,022 | $9.23M | 5.9% | +5,411+12.1% | Added | History |
| FBINFortune Brands Innovations, Inc. | COM | 88,000 | $7.45M | 4.7% | +88,000 | New | History |
| NOWServiceNow, Inc. | Stock | 9,675 | $7.38M | 4.7% | +1,926+24.9% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 25,196 | $7.16M | 4.5% | +4,387+21.1% | Added | History |
| FIVNFive9, Inc. | COM | 108,240 | $6.72M | 4.3% | +9,681+9.8% | Added | History |
Sold out since Q4 2023 (3)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| CRWDCrowdStrike Holdings, Inc. | Stock | 24,413 | $6.23M | 4.7% | History |
| CMGChipotle Mexican Grill Inc | COM | 1,958 | $4.48M | 3.4% | History |
| CPCanadian Pacific Kansas City Ltd | COM | 18,995 | $1.50M | 1.1% | History |