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Teca Partners, LP

Period ended Jun 30, 2026 · Latest filing Aug 13, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $116,332,015

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. THERMO FISHER SCIENTIFIC INC · COM · 883556102 · shares: $22,287,959
  2. GUIDEWIRE SOFTWARE INC · COM · 40171V100 · shares: $16,449,939
  3. FERGUSON ENTERPRISES INC · COMMON STOCK NEW · 31488V107 · shares: $15,766,781
  4. OPTION CARE HEALTH INC · COM NEW · 68404L201 · shares: $15,387,534
  5. LPL FINL HLDGS INC · COM · 50212V100 · shares: $15,334,096
  6. ROSS STORES INC · COM · 778296103 · shares: $11,729,738
  7. CHIPOTLE MEXICAN GRILL INC · COM · 169656105 · shares: $11,331,996
  8. ACADIA HEALTHCARE COMPANY IN · COM · 00404A109 · shares: $8,043,972

Reported holdings

8 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
THERMO FISHER SCIENTIFIC INCCOM883556102 — 44,455 shares $22,287,959
GUIDEWIRE SOFTWARE INCCOM40171V100 — 133,685 shares $16,449,939
FERGUSON ENTERPRISES INCCOMMON STOCK NEW31488V107 — 66,434 shares $15,766,781
OPTION CARE HEALTH INCCOM NEW68404L201 — 733,788 shares $15,387,534
LPL FINL HLDGS INCCOM50212V100 — 54,438 shares $15,334,096
ROSS STORES INCCOM778296103 — 55,108 shares $11,729,738
CHIPOTLE MEXICAN GRILL INCCOM169656105 — 333,294 shares $11,331,996
ACADIA HEALTHCARE COMPANY INCOM00404A109 — 272,400 shares $8,043,972