Teca Partners as of Sept. 30, 2023
Portfolio Holdings for Teca Partners
Teca Partners holds 17 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ccc Intelligent Solutions Holdings (CCCS) | 12.9 | $15M | 1.1M | 13.35 | |
| Guidewire Software (GWRE) | 11.4 | $13M | 149k | 90.00 | |
| TJX Companies (TJX) | 8.9 | $11M | 118k | 88.88 | |
| Ross Stores (ROST) | 8.6 | $10M | 90k | 112.95 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 6.7 | $7.9M | 45k | 176.30 | |
| Domino's Pizza (DPZ) | 6.3 | $7.4M | 20k | 378.79 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 6.1 | $7.2M | 360k | 19.90 | |
| Five Below (FIVE) | 5.8 | $6.8M | 42k | 160.90 | |
| Crowdstrike Hldgs Cl A (CRWD) | 5.4 | $6.4M | 38k | 167.38 | |
| Liberty Media Corp Del Com Ser C Frmla | 5.3 | $6.2M | 100k | 62.30 | |
| Chipotle Mexican Grill (CMG) | 4.7 | $5.5M | 3.0k | 1831.83 | |
| Palo Alto Networks (PANW) | 4.1 | $4.9M | 21k | 234.44 | |
| Servicenow (NOW) | 3.7 | $4.3M | 7.7k | 558.96 | |
| Five9 (FIVN) | 3.6 | $4.2M | 66k | 64.30 | |
| Planet Fitness Cl A (PLNT) | 3.0 | $3.5M | 72k | 49.18 | |
| Tko Group Holdings Cl A (TKO) | 2.4 | $2.8M | 34k | 84.06 | |
| Canadian Pacific Kansas City (CP) | 1.2 | $1.4M | 19k | 74.41 |
