13F HOLDINGS REPORT
Teca Partners, LP
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001387131-23-006455
Total Value
$83.1M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CCC INTELLIGENT SOLUTIONS HL | CCC | 1,489,039 | $13.4M | 16.07% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 123,823 | $10.2M | 12.23% |
| 3 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 40,437 | $7.9M | 9.48% |
| 4 | FIVE BELOW INC | FIVE | 37,175 | $7.7M | 9.22% |
| 5 | LIBERTY MEDIA CORP DEL | FWONB | 88,440 | $6.6M | 7.96% |
| 6 | DOMINOS PIZZA INC | DPZ | 19,496 | $6.4M | 7.74% |
| 7 | PLANET FITNESS INC | PLNT | 72,305 | $5.6M | 6.76% |
| 8 | FIVE9 INC | FIVN | 65,722 | $4.8M | 5.72% |
| 9 | SERVICENOW INC | NOW | 9,491 | $4.4M | 5.31% |
| 10 | PAPA JOHNS INTL INC | 698813102 | 53,500 | $4.0M | 4.82% |
| 11 | CHIPOTLE MEXICAN GRILL INC | CMG | 2,290 | $3.9M | 4.71% |
| 12 | DOLLAR GEN CORP NEW | 256677105 | 16,085 | $3.4M | 4.07% |
| 13 | CROWDSTRIKE HLDGS INC | CRWD | 22,571 | $3.1M | 3.73% |
| 14 | PALO ALTO NETWORKS INC | PANW | 9,045 | $1.8M | 2.17% |