Teca Partners as of Dec. 31, 2022
Portfolio Holdings for Teca Partners
Teca Partners holds 11 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ccc Intelligent Solutions Holdings (CCCS) | 18.4 | $13M | 1.5M | 8.70 | |
| Guidewire Software (GWRE) | 11.0 | $7.7M | 124k | 62.56 | |
| Madison Square Garden Cl A (MSGS) | 10.5 | $7.4M | 40k | 183.33 | |
| Five9 (FIVN) | 9.9 | $7.0M | 103k | 67.86 | |
| Domino's Pizza (DPZ) | 9.6 | $6.8M | 20k | 346.40 | |
| Five Below (FIVE) | 9.3 | $6.6M | 37k | 176.87 | |
| Planet Fitness Cl A (PLNT) | 8.1 | $5.7M | 72k | 78.80 | |
| Liberty Media Corp Delaware Com Ser C Frmla | 7.5 | $5.3M | 88k | 59.78 | |
| Papa John's Int'l (PZZA) | 6.7 | $4.7M | 57k | 82.31 | |
| Chipotle Mexican Grill (CMG) | 4.5 | $3.2M | 2.3k | 1387.49 | |
| Servicenow (NOW) | 4.4 | $3.1M | 8.0k | 388.27 |
