Teca Partners, LP

CIK 0001910154 · AUSTIN, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗

Teca Partners, LP reported 8 positions worth $116.3M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: TMO (19.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$116.3M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

8 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	TMO	THERMO FISHER SCIENTIFIC INC	SH	$22.3M	19.16%	44,455	—	—
▸ 2	GWRE	GUIDEWIRE SOFTWARE INC	SH	$16.4M	14.14%	133,685	—	—
▸ 3	FERG	FERGUSON ENTERPRISES INC	SH	$15.8M	13.55%	66,434	—	—
▸ 4	OPCH	OPTION CARE HEALTH INC	SH	$15.4M	13.23%	733,788	—	—
▸ 5	LPLA	LPL FINL HLDGS INC	SH	$15.3M	13.18%	54,438	—	—
▸ 6	ROST	ROSS STORES INC	SH	$11.7M	10.08%	55,108	—	—
▸ 7	CMG	CHIPOTLE MEXICAN GRILL INC	SH	$11.3M	9.74%	333,294	—	—
▸ 8	ACHC	ACADIA HEALTHCARE COMPANY IN	SH	$8.0M	6.91%	272,400	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Teca Partners, LP hold as of Q2 2026?

Teca Partners, LP reported 8 positions worth $116.3M in its Q2 2026 13F filing. Largest positions: TMO (19.2%), GWRE (14.1%), FERG (13.6%), OPCH (13.2%) and LPLA (13.2%).

What did Teca Partners, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Teca Partners, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.