Teca Partners

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

  • Top 5 stock holdings are GWRE, FIVN, PZZA, CCCS, PCOR, and represent 59.69% of Teca Partners's stock portfolio.
  • Added to shares of these 5 stocks: FIVN (+$12M), PCOR (+$9.2M), PZZA, CMG, GWRE.
  • Started 2 new stock positions in PCOR, FIVN.
  • Reduced shares in these 9 stocks: PYCR (-$11M), , , PLAN (-$6.0M), W, MSGS, Wayfair, CZOO, CCCS.
  • Sold out of its positions in PLAN, ASR, PYCR, SIX, W, Wayfair.
  • Teca Partners was a net seller of stock by $-13M.
  • Teca Partners has $92M in assets under management (AUM), dropping by -22.79%.
  • Central Index Key (CIK): 0001910154

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Positions held by Teca Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Teca Partners

Companies in the Teca Partners portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Guidewire Software (GWRE) 13.8 $13M +10% 134k 94.62
Five9 (FIVN) 12.7 $12M NEW 105k 110.40
Papa John's Int'l (PZZA) 11.7 $11M +78% 102k 105.28
Ccc Intelligent Solutions Holdings (CCCS) 11.4 $11M 947k 11.04
Procore Technologies (PCOR) 10.1 $9.2M NEW 159k 57.96
Draftkings Com Cl A (DKNG) 9.1 $8.4M 430k 19.47
Madison Square Grdn Sprt Cor Cl A (MSGS) 7.9 $7.3M -34% 40k 179.37
Chipotle Mexican Grill (CMG) 7.2 $6.6M +68% 4.2k 1582.14
Liberty Media Corp Del Com Ser C Frmla (FWONK) 6.7 $6.2M 88k 69.84
Duck Creek Technologies SHS (DCT) 5.7 $5.3M 238k 22.12
Cazoo Group (CZOO) 3.6 $3.3M -19% 1.2M 2.76

Past Filings by Teca Partners

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