Teca Partners as of June 30, 2023
Portfolio Holdings for Teca Partners
Teca Partners holds 15 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ccc Intelligent Solutions Holdings (CCCS) | 17.1 | $17M | 1.5M | 11.21 | |
| Guidewire Software (GWRE) | 10.9 | $11M | 140k | 76.08 | |
| Planet Fitness Cl A (PLNT) | 8.1 | $7.9M | 117k | 67.44 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 7.8 | $7.6M | 40k | 188.05 | |
| Five Below (FIVE) | 7.5 | $7.3M | 37k | 196.54 | |
| Liberty Media Corp Del Com Ser C Frmla | 6.8 | $6.7M | 88k | 75.28 | |
| Domino's Pizza (DPZ) | 6.7 | $6.6M | 20k | 336.99 | |
| Servicenow (NOW) | 6.4 | $6.3M | 11k | 561.97 | |
| Five9 (FIVN) | 5.6 | $5.4M | 66k | 82.45 | |
| Crowdstrike Hldgs Cl A (CRWD) | 5.1 | $4.9M | 34k | 146.87 | |
| Chipotle Mexican Grill (CMG) | 4.6 | $4.5M | 2.1k | 2139.00 | |
| Palo Alto Networks (PANW) | 4.0 | $3.9M | 15k | 255.51 | |
| Sweetgreen Com Cl A (SG) | 3.5 | $3.4M | 267k | 12.82 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 3.1 | $3.0M | 125k | 23.92 | |
| Dollar General (DG) | 2.8 | $2.8M | 16k | 169.78 |
