13F HOLDINGS REPORT
Teca Partners, LP
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0001387131-23-009696
Total Value
$97.6M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CCC INTELLIGENT SOLUTIONS HL | CCC | 1,489,039 | $16.7M | 17.10% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 140,278 | $10.7M | 10.94% |
| 3 | PLANET FITNESS INC | PLNT | 117,212 | $7.9M | 8.10% |
| 4 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 40,437 | $7.6M | 7.79% |
| 5 | FIVE BELOW INC | FIVE | 37,175 | $7.3M | 7.49% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 88,440 | $6.7M | 6.82% |
| 7 | DOMINOS PIZZA INC | DPZ | 19,496 | $6.6M | 6.73% |
| 8 | SERVICENOW INC | NOW | 11,192 | $6.3M | 6.44% |
| 9 | FIVE9 INC | FIVN | 65,722 | $5.4M | 5.55% |
| 10 | CROWDSTRIKE HLDGS INC | CRWD | 33,682 | $4.9M | 5.07% |
| 11 | CHIPOTLE MEXICAN GRILL INC | CMG | 2,087 | $4.5M | 4.57% |
| 12 | PALO ALTO NETWORKS INC | PANW | 15,222 | $3.9M | 3.99% |
| 13 | SWEETGREEN INC | SG | 267,209 | $3.4M | 3.51% |
| 14 | ENDEAVOR GROUP HLDGS INC | 29260Y109 | 125,318 | $3.0M | 3.07% |
| 15 | DOLLAR GEN CORP NEW | 256677105 | 16,221 | $2.8M | 2.82% |