13F HOLDINGS REPORT
Teca Partners, LP
Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001387131-23-001772
Total Value
$70.4M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CCC INTELLIGENT SOLUTIONS HL | CCC | 1,489,039 | $13.0M | 18.41% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 123,823 | $7.7M | 11.01% |
| 3 | MADISON SQUARE GARDEN CO NEW | 55825T103 | 40,437 | $7.4M | 10.53% |
| 4 | FIVE9 INC | FIVN | 102,600 | $7.0M | 9.89% |
| 5 | DOMINOS PIZZA INC | DPZ | 19,496 | $6.8M | 9.60% |
| 6 | FIVE BELOW INC | FIVE | 37,175 | $6.6M | 9.34% |
| 7 | PLANET FITNESS INC | PLNT | 72,305 | $5.7M | 8.10% |
| 8 | LIBERTY MEDIA CORP DELAWARE | FWONB | 88,440 | $5.3M | 7.51% |
| 9 | PAPA JOHNS INTL INC | 698813102 | 57,200 | $4.7M | 6.69% |
| 10 | CHIPOTLE MEXICAN GRILL INC | CMG | 2,290 | $3.2M | 4.52% |
| 11 | SERVICENOW INC | NOW | 7,968 | $3.1M | 4.40% |