Teca Partners, LP
CIK 0001910154 · AUSTIN, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$116.3M
2026 Q2
Positions
8
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
TMO
THERMO FISHER SCIENTIFIC INC
19.2%
GWRE
GUIDEWIRE SOFTWARE INC
14.1%
FERG
FERGUSON ENTERPRISES INC
13.6%
OPCH
OPTION CARE HEALTH INC
13.2%
LPLA
LPL FINL HLDGS INC
13.2%
ROST
ROSS STORES INC
10.1%
CMG
CHIPOTLE MEXICAN GRILL INC
9.7%
ACHC
ACADIA HEALTHCARE COMPANY IN
6.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.