Teca Partners, LP 13F Holdings · Q2 2026
Teca Partners, LP reported 8 securities worth $116.33M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TMO (19.16%), GWRE (14.14%), FERG (13.55%). Among its top 25 positions this quarter: 6 added, 2 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TMO | THERMO FISHER SCIENTIFIC INC | $22.3M | 19.16% | 44,455 | Added |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | $16.4M | 14.14% | 133,685 | Added |
| 3 | FERG | FERGUSON ENTERPRISES INC | $15.8M | 13.55% | 66,434 | Added |
| 4 | OPCH | OPTION CARE HEALTH INC | $15.4M | 13.23% | 733,788 | Added |
| 5 | LPLA | LPL FINL HLDGS INC | $15.3M | 13.18% | 54,438 | Added |
| 6 | ROST | ROSS STORES INC | $11.7M | 10.08% | 55,108 | Added |
| 7 | CMG | CHIPOTLE MEXICAN GRILL INC | $11.3M | 9.74% | 333,294 | Trimmed |
| 8 | ACHC | ACADIA HEALTHCARE COMPANY IN | $8.0M | 6.91% | 272,400 | Trimmed |
| 9 | TJX | TJX COS INC NEW | $0 | 0.00% | 0 | Exited |
| 10 | VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR