13F HOLDINGS REPORT (Amended)
Teca Partners, LP
Quarter ended Q1 2024 · Filed May 31, 2024 · Accession 0001999371-24-006872
Total Value
$157.5M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 202,932 | $23.7M | 15.04% |
| 2 | CCC INTELLIGENT SOLUTIONS HL | CCC | 1,938,415 | $23.2M | 14.72% |
| 3 | SWEETGREEN INC | SG | 769,200 | $19.4M | 12.34% |
| 4 | ROSS STORES INC | ROST | 79,192 | $11.6M | 7.38% |
| 5 | LIBERTY MEDIA CORP DEL | FWONB | 176,392 | $11.6M | 7.35% |
| 6 | FIVE BELOW INC | FIVE | 56,698 | $10.3M | 6.53% |
| 7 | TJX COS INC NEW | 872540109 | 99,511 | $10.1M | 6.41% |
| 8 | DOMINOS PIZZA INC | DPZ | 19,496 | $9.7M | 6.15% |
| 9 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 50,022 | $9.2M | 5.86% |
| 10 | FORTUNE BRANDS INNOVATIONS I | FBIN | 88,000 | $7.5M | 4.73% |
| 11 | SERVICENOW INC | NOW | 9,675 | $7.4M | 4.68% |
| 12 | PALO ALTO NETWORKS INC | PANW | 25,196 | $7.2M | 4.55% |
| 13 | FIVE9 INC | FIVN | 108,240 | $6.7M | 4.27% |