Teca Partners, LP reported 8 holdings worth US$116M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Teca Partners, LP reported 8 holdings worth US$116M as of Jun 30, 2026. Largest: Thermo Fisher Scientific Inc, Guidewire Software, Inc. and Ferguson Enterprises Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 8
- Value as reported
- US$116M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Thermo Fisher Scientific Inc | 44,455 | US$22.3M | 19.2% |
| Guidewire Software, Inc. | 134K | US$16.4M | 14.1% |
| Ferguson Enterprises Inc. | 66,434 | US$15.8M | 13.6% |
| Option Care Health, Inc. | 734K | US$15.4M | 13.2% |
| Lpl Financial Holdings Inc. | 54,438 | US$15.3M | 13.2% |
| Ross Stores, Inc. | 55,108 | US$11.7M | 10.1% |
| Chipotle Mexican Grill, Inc. | 333K | US$11.3M | 9.7% |
| Acadia Healthcare Company, Inc. | 272K | US$8.04M | 6.9% |
| Tjx Companies, Inc. (the) | 0 | US$0 | 0.00% |
| Viking Holdings Ltd | 0 | US$0 | 0.00% |