Teca Partners as of March 31, 2023
Portfolio Holdings for Teca Partners
Teca Partners holds 14 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ccc Intelligent Solutions Holdings (CCCS) | 16.1 | $13M | 1.5M | 8.97 | |
| Guidewire Software (GWRE) | 12.2 | $10M | 124k | 82.05 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 9.5 | $7.9M | 40k | 194.85 | |
| Five Below (FIVE) | 9.2 | $7.7M | 37k | 205.97 | |
| Liberty Media Corp Del Com Ser C Frmla | 8.0 | $6.6M | 88k | 74.83 | |
| Domino's Pizza (DPZ) | 7.7 | $6.4M | 20k | 329.87 | |
| Planet Fitness Cl A (PLNT) | 6.8 | $5.6M | 72k | 77.67 | |
| Five9 (FIVN) | 5.7 | $4.8M | 66k | 72.29 | |
| Servicenow (NOW) | 5.3 | $4.4M | 9.5k | 464.72 | |
| Papa John's Int'l (PZZA) | 4.8 | $4.0M | 54k | 74.93 | |
| Chipotle Mexican Grill (CMG) | 4.7 | $3.9M | 2.3k | 1708.29 | |
| Dollar General (DG) | 4.1 | $3.4M | 16k | 210.46 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.7 | $3.1M | 23k | 137.26 | |
| Palo Alto Networks (PANW) | 2.2 | $1.8M | 9.0k | 199.74 |
