§ 13F · FUND PROFILE
Teca Partners, LP.
AUM · $116M (13F)Positions · 8Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TMO | THERMO FISHER SCIENTIFIC INC | 44K | $22M | 19.2% | +39% |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | 134K | $16M | 14.1% | +126% |
| 3 | FERG | FERGUSON ENTERPRISES INC | 66K | $16M | 13.6% | +19% |
| 4 | OPCH | OPTION CARE HEALTH INC | 734K | $15M | 13.2% | +6% |
| 5 | LPLA | LPL FINL HLDGS INC | 54K | $15M | 13.2% | +9% |
| 6 | ROST | ROSS STORES INC | 55K | $12M | 10.1% | +1% |
| 7 | CMG | CHIPOTLE MEXICAN GRILL INC | 333K | $11M | 9.7% | −31% |
| 8 | ACHC | ACADIA HEALTHCARE COMPANY IN | 272K | $8M | 6.9% | −68% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TECA SIGNAL
AC read
Teca Partners, LP is a Other fund managing $116 million in assets. The fund runs a focused portfolio of just 8 positions.
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