Teca Partners as of Dec. 31, 2021
Portfolio Holdings for Teca Partners
Teca Partners holds 15 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 11.6 | $14M | 121k | 113.53 | |
| Draftkings Com Cl A | 9.9 | $12M | 430k | 27.47 | |
| Paycor Hcm (PYCR) | 9.5 | $11M | 390k | 28.81 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 9.2 | $11M | 956k | 11.39 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 9.1 | $11M | 62k | 173.73 | |
| Cazoo Group | 7.5 | $8.9M | 1.5M | 6.03 | |
| Six Flags Entertainment (SIX) | 6.8 | $8.1M | 191k | 42.58 | |
| Papa John's Int'l (PZZA) | 6.4 | $7.6M | 57k | 133.46 | |
| Duck Creek Technologies SHS | 6.0 | $7.2M | 238k | 30.11 | |
| Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) | 5.6 | $6.6M | 32k | 206.17 | |
| Anaplan | 5.1 | $6.0M | 132k | 45.85 | |
| Liberty Media Corp Del Com Ser C Frmla | 4.7 | $5.6M | 88k | 63.24 | |
| Chipotle Mexican Grill (CMG) | 3.7 | $4.4M | 2.5k | 1748.40 | |
| Wayfair Cl A (W) | 3.4 | $4.0M | 21k | 189.95 | |
| Wayfair Note 1.000% 8/1 (Principal) | 1.6 | $1.9M | 1.3M | 1.51 |
