Teca Partners, LP
- SEC CIK
- 0001910154
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 11
- 0 vs. Q3 2025
- Portfolio value
- $164.5M
- +$5.99M (+3.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GWREGuidewire Software, Inc. | COM | 126,156 | $25.4M | 15.4% | +20,000+18.8% | Added | History |
| VIKViking Holdings Ltd | ORD SHS | 311,611 | $22.3M | 13.5% | 00.0% | Unchanged | History |
| OPCHOption Care Health, Inc. | COM NEW | 573,205 | $18.3M | 11.1% | −41,003−6.7% | Reduced | History |
| TJXTJX Companies Inc | Stock | 97,915 | $15.0M | 9.1% | 00.0% | Unchanged | History |
| LPLALPL Financial Holdings Inc. | COM | 41,531 | $14.8M | 9.0% | −6,953−14.3% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 72,448 | $13.1M | 7.9% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 55,903 | $12.4M | 7.6% | −8,125−12.7% | Reduced | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 197,991 | $12.1M | 7.3% | +197,991 | New | History |
| CMGChipotle Mexican Grill Inc | COM | 322,132 | $11.9M | 7.2% | +322,132 | New | History |
| TMOThermo Fisher Scientific Inc. | Stock | 17,600 | $10.2M | 6.2% | −7,750−30.6% | Reduced | History |
| ELFe.l.f. Beauty, Inc. | COM | 119,712 | $9.10M | 5.5% | +50,647+73.3% | Added | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| ACHCAcadia Healthcare Company, Inc. | COM | – | $10.8M |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.