Teca Partners, LP
- SEC CIK
- 0001910154
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 11
- 0 vs. Q2 2025
- Portfolio value
- $158.5M
- +$15.3M (+10.7%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GWREGuidewire Software, Inc. | COM | 106,156 | $24.4M | 15.4% | 00.0% | Unchanged | History |
| VIKViking Holdings Ltd | ORD SHS | 311,611 | $19.4M | 12.2% | −156,598−33.4% | Reduced | History |
| OPCHOption Care Health, Inc. | COM NEW | 614,208 | $17.1M | 10.8% | +206,670+50.7% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 48,484 | $16.1M | 10.2% | +21,710+81.1% | Added | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 64,028 | $14.4M | 9.1% | +8,125+14.5% | Added | History |
| TJXTJX Companies Inc | Stock | 97,915 | $14.2M | 8.9% | +18,686+23.6% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 25,350 | $12.3M | 7.8% | +25,350 | New | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 467,343 | $11.6M | 7.3% | +22,831+5.1% | Added | History |
| ROSTRoss Stores, Inc. | COM | 72,448 | $11.0M | 7.0% | −18,445−20.3% | Reduced | History |
| ELFe.l.f. Beauty, Inc. | COM | 69,065 | $9.15M | 5.8% | +69,065 | New | History |
| FBINFortune Brands Innovations, Inc. | COM | 168,365 | $8.99M | 5.7% | −47,000−21.8% | Reduced | History |
Sold out since Q2 2025 (2)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 76,000 | $7.65M | 5.3% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 83,178 | $7.63M | 5.3% | – |