Teca Partners, LP

Austin, TX · CIK 1910154 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2024 · limited partnership

As an employer

$116.3m reported value -7.2% vs Q1 2026

8positions

100.0%in top 10

1 new 6 added 1 reduced 2 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	44,455	$22.3m19.16%	19.16%	Added +12.5k	+12,516 39.2%
2	GUIDEWIRE SOFTWARE INC COM GWRE	GWRE	133,685	$16.4m14.14%	14.14%	Added +74.6k	+74,586 126.2%
3	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	66,434	$15.8m13.55%	13.55%	Added +10.6k	+10,562 18.9%
4	OPTION CARE HEALTH INC COM NEW OPCH	OPCH	733,788	$15.4m13.23%	13.23%	Added +42.7k	+42,690 6.2%
5	LPL FINL HLDGS INC COM LPLA	LPLA	54,438	$15.3m13.18%	13.18%	Added +4.4k	+4,360 8.7%
6	ROSS STORES INC COM ROST	ROST	55,108	$11.7m10.08%	10.08%	Added +682	+682 1.2%
7	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	333,294	$11.3m9.74%	9.74%	Reduced -151.3k	-151,338 -31.2%
8	ACADIA HEALTHCARE COMPANY IN COM ACHC	ACHC	272,400	$8.0m6.91%	6.91%	New

Security	Ticker	Shares held before	Value then
VIKING HOLDINGS LTD VIK	VIK	311,611	$22.9m311.6k shares
TJX COS INC NEW TJX	TJX	24,200	$3.9m24.2k shares