Teca Partners, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Teca Partners, Lp disclosed 8 stock positions valued at approximately $116.33M as of quarter-end June 30, 2026. The largest holdings include THERMO FISHER SCIENTIFIC INC, GUIDEWIRE SOFTWARE INC, and FERGUSON ENTERPRISES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 8
- Portfolio Value
- $116.33M
Holdings by Sector
Teca Partners, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 19.16% | 44,455 | +12,516 | +39.19% | $22,287,959 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 14.14% | 133,685 | +74,586 | +126.21% | $16,449,939 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 13.55% | 66,434 | +10,562 | +18.90% | $15,766,781 |
| OPTION CARE HEALTH INC | OPCH | Healthcare | 13.23% | 733,788 | +42,690 | +6.18% | $15,387,534 |
| LPL FINL HLDGS INC | LPLA | Financial Services | 13.18% | 54,438 | +4,360 | +8.71% | $15,334,096 |
| ROSS STORES INC | ROST | Consumer Cyclical | 10.08% | 55,108 | +682 | +1.25% | $11,729,738 |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 9.74% | 333,294 | -151,338 | -31.23% | $11,331,996 |
| ACADIA HEALTHCARE COMPANY IN | ACHC | Healthcare | 6.91% | 272,400 | +272,400 | +100.00% | $8,043,972 |
Showing 8 of 8 holdings in the latest reporting period.