§ 13F · FUND PROFILE
Teca Partners, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $143.2T (13F)Positions · 11Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$24.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GWRE | GUIDEWIRE SOFTWARE INC | 126K | $25.4T | 14.5% | +19% |
| 2 | VIK | VIKING HOLDINGS LTD | 312K | $22.3T | 12.7% | ±0% |
| 3 | OPCH | OPTION CARE HEALTH INC | 573K | $18.3T | 10.4% | −7% |
| 4 | TJX | TJX COS INC NEW | 98K | $15.0T | 8.6% | ±0% |
| 5 | LPLA | LPL FINL HLDGS INC | 42K | $14.8T | 8.5% | −14% |
| 6 | ROST | ROSS STORES INC | 72K | $13.1T | 7.4% | ±0% |
| 7 | FERG | FERGUSON ENTERPRISES INC | 56K | $12.4T | 7.1% | −13% |
| 8 | FND | FLOOR & DECOR HLDGS INC | 198K | $12.1T | 6.9% | NEW |
| 9 | CMG | CHIPOTLE MEXICAN GRILL INC | 322K | $11.9T | 6.8% | NEW |
| 10 | ACHC | ACADIA HEALTHCARE COMPANY IN | 759K | $10.8T | 6.1% | +62% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TECA SIGNAL
AC read
Teca Partners, LP is a Other fund managing $143229.9 trillion in assets. The fund runs a focused portfolio of just 11 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed