Teca Partners, LP 13F Holdings

CIK 0001910154 · Austin, TX

As of Sep 30, 2025, Teca Partners, LP reported 11 positions worth 58.5M in its SEC Form 13F filing.

Top 11 holdings

SecurityTickerSectorSharesValue% of portfolio
GUIDEWIRE SOFTWARE INCGWRETechnology106,156$24.4M15.39%
VIKING HOLDINGS LTDVIKIndustrials311,611 9.4M12.22%
OPTION CARE HEALTH INCOPCHHealthcare614,208 7.1M10.76%
LPL FINANCIAL HOLDINGS INCLPLAFinancial Services48,484 6.1M10.17%
FERGUSON ENTERPRISES INCFERGIndustrials64,028 4.4M9.07%
TJX COMPANIES INCTJXConsumer Cyclical97,915 4.2M8.93%
THERMO FISHER SCIENTIFIC INCTMOHealthcare25,350 2.3M7.76%
ACADIA HEALTHCARE COMPANY INCACHCHealthcare467,343 1.6M7.30%
ROSS STORES INCROSTConsumer Cyclical72,448 1.0M6.96%
ELF BEAUTY INCELFConsumer Defensive69,065$9.1M5.77%
FORTUNE BRANDS INNOVATIONS INCFBINBasic Materials168,365$9.0M5.67%