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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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|
|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|