Teca Partners, LP
- SEC CIK
- 0001910154
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 8
- −1 vs. Q1 2026
- Portfolio value
- $116.3M
- −$8.97M (−7.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 44,455 | $22.3M | 19.2% | +12,516+39.2% | Added | History |
| GWREGuidewire Software, Inc. | COM | 133,685 | $16.4M | 14.1% | +74,586+126.2% | Added | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 66,434 | $15.8M | 13.6% | +10,562+18.9% | Added | History |
| OPCHOption Care Health, Inc. | COM NEW | 733,788 | $15.4M | 13.2% | +42,690+6.2% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 54,438 | $15.3M | 13.2% | +4,360+8.7% | Added | History |
| ROSTRoss Stores, Inc. | COM | 55,108 | $11.7M | 10.1% | +682+1.3% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 333,294 | $11.3M | 9.7% | −151,338−31.2% | Reduced | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 272,400 | $8.04M | 6.9% | +272,400 | New | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.