13F HOLDINGS REPORT
Teca Partners, LP
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001999371-23-000113
Total Value
$117.7M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CCC INTELLIGENT SOLUTIONS HL | CCC | 1,135,668 | $15.2M | 12.88% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 149,146 | $13.4M | 11.40% |
| 3 | TJX COS INC NEW | 872540109 | 118,163 | $10.5M | 8.92% |
| 4 | ROSS STORES INC | ROST | 89,713 | $10.1M | 8.61% |
| 5 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 44,611 | $7.9M | 6.68% |
| 6 | DOMINOS PIZZA INC | DPZ | 19,496 | $7.4M | 6.27% |
| 7 | ENDEAVOR GROUP HLDGS INC | 29260Y109 | 359,796 | $7.2M | 6.08% |
| 8 | FIVE BELOW INC | FIVE | 42,075 | $6.8M | 5.75% |
| 9 | CROWDSTRIKE HLDGS INC | CRWD | 38,118 | $6.4M | 5.42% |
| 10 | LIBERTY MEDIA CORP DEL | FWONB | 99,657 | $6.2M | 5.27% |
| 11 | CHIPOTLE MEXICAN GRILL INC | CMG | 3,011 | $5.5M | 4.69% |
| 12 | PALO ALTO NETWORKS INC | PANW | 20,809 | $4.9M | 4.14% |
| 13 | SERVICENOW INC | NOW | 7,749 | $4.3M | 3.68% |
| 14 | FIVE9 INC | FIVN | 65,722 | $4.2M | 3.59% |
| 15 | PLANET FITNESS INC | PLNT | 71,657 | $3.5M | 2.99% |
| 16 | TKO GROUP HOLDINGS INC | TKO | 33,834 | $2.8M | 2.42% |
| 17 | CANADIAN PACIFIC KANSAS CITY | CP | 18,995 | $1.4M | 1.20% |