Teca Partners

Latest statistics and disclosures from Teca Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CCCS, GWRE, TJX, ROST, MSGS, and represent 48.49% of Teca Partners's stock portfolio.
  • Added to shares of these 10 stocks: TJX (+$11M), ROST (+$10M), EDR, TKO, CMG, CP, PANW, GWRE, FIVE, CRWD.
  • Started 4 new stock positions in TKO, CP, ROST, TJX.
  • Reduced shares in these 5 stocks: CCCS, SG, DG, PLNT, NOW.
  • Sold out of its positions in DG, SG.
  • Teca Partners was a net buyer of stock by $21M.
  • Teca Partners has $118M in assets under management (AUM), dropping by 20.62%.
  • Central Index Key (CIK): 0001910154

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Portfolio Holdings for Teca Partners

Teca Partners holds 17 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ccc Intelligent Solutions Holdings (CCCS) 12.9 $15M -23% 1.1M 13.35
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Guidewire Software (GWRE) 11.4 $13M +6% 149k 90.00
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TJX Companies (TJX) 8.9 $11M NEW 118k 88.88
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Ross Stores (ROST) 8.6 $10M NEW 90k 112.95
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Madison Square Grdn Sprt Cor Cl A (MSGS) 6.7 $7.9M +10% 45k 176.30
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Domino's Pizza (DPZ) 6.3 $7.4M 20k 378.79
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Endeavor Group Hldgs Cl A Com (EDR) 6.1 $7.2M +187% 360k 19.90
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Five Below (FIVE) 5.8 $6.8M +13% 42k 160.90
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Crowdstrike Hldgs Cl A (CRWD) 5.4 $6.4M +13% 38k 167.38
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Liberty Media Corp Del Com Ser C Frmla 5.3 $6.2M +12% 100k 62.30
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Chipotle Mexican Grill (CMG) 4.7 $5.5M +44% 3.0k 1831.83
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Palo Alto Networks (PANW) 4.1 $4.9M +36% 21k 234.44
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Servicenow (NOW) 3.7 $4.3M -30% 7.7k 558.96
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Five9 (FIVN) 3.6 $4.2M 66k 64.30
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Planet Fitness Cl A (PLNT) 3.0 $3.5M -38% 72k 49.18
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Tko Group Holdings Cl A (TKO) 2.4 $2.8M NEW 34k 84.06
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Canadian Pacific Kansas City (CP) 1.2 $1.4M NEW 19k 74.41
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Past Filings by Teca Partners

SEC 13F filings are viewable for Teca Partners going back to 2021