Teca Partners, LP: 13F holdings
CIK 19101542026Q2
| Positions | 8 |
|---|
| Reported value | $116.3m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 8 (-2 vs prior quarter) |
|---|
| Reported value | $116.3m (-19.8%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TMO THERMO FISHER SCIENTIFIC INC | 44,455 | $22.3m | 19.2% |
| GWRE GUIDEWIRE SOFTWARE INC | 133,685 | $16.4m | 14.1% |
| FERG FERGUSON ENTERPRISES INC | 66,434 | $15.8m | 13.6% |
| OPCH OPTION CARE HEALTH INC | 733,788 | $15.4m | 13.2% |
| LPLA LPL FINL HLDGS INC | 54,438 | $15.3m | 13.2% |
| ROST ROSS STORES INC | 55,108 | $11.7m | 10.1% |
| CMG CHIPOTLE MEXICAN GRILL INC | 333,294 | $11.3m | 9.7% |
| ACHC ACADIA HEALTHCARE COMPANY IN | 272,400 | $8.0m | 6.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1910154")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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