Holdings
Teca Partners, LP
As of Jun 30, 2026, Teca Partners, LP reported 8 positions worth US$116M. Largest: Thermo Fisher Scientific Inc, Guidewire Software, Inc. and Ferguson Enterprises Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Thermo Fisher Scientific Inc | 44,455 | US$22.3M | +12,516 | Jun 30, 2026 |
| Guidewire Software, Inc. | 134K | US$16.4M | +74,586 | Jun 30, 2026 |
| Ferguson Enterprises Inc. | 66,434 | US$15.8M | +10,562 | Jun 30, 2026 |
| Option Care Health, Inc. | 734K | US$15.4M | +42,690 | Jun 30, 2026 |
| Lpl Financial Holdings Inc. | 54,438 | US$15.3M | +4,360 | Jun 30, 2026 |
| Ross Stores, Inc. | 55,108 | US$11.7M | +682 | Jun 30, 2026 |
| Chipotle Mexican Grill, Inc. | 333K | US$11.3M | −151K | Jun 30, 2026 |
| Acadia Healthcare Company, Inc. | 272K | US$8.04M | new | Jun 30, 2026 |