Teca Partners, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Teca Partners, LP disclosed 9 US equity positions worth $125.3m in its Q1 2026 13F filing. The largest position was VIK at 18.3% of the reported book, followed by OPCH and TMO.
What did Teca Partners, LP own in Q1 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | VIK VIKING HOLDINGS LTD | Consumer Cyclical | 18.3% | $22.9m | 311,611 | – | |
| 2 | OPCH OPTION CARE HEALTH INC | Healthcare | 14.8% | $18.6m | 691,098 | – | |
| 3 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 12.5% | $15.7m | 31,939 | – | |
| 4 | CMG CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 12.4% | $15.5m | 484,632 | – | |
| 5 | LPLA LPL FINL HLDGS INC | Financial Services | 12.0% | $15.1m | 50,078 | – | |
| 6 | FERG FERGUSON ENTERPRISES INC | Industrials | 10.4% | $13.0m | 55,872 | – | |
| 7 | ROST ROSS STORES INC | Consumer Cyclical | 9.4% | $11.8m | 54,426 | – | |
| 8 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 7.1% | $8.8m | 59,099 | – | |
| 9 | TJX TJX COS INC NEW | Consumer Cyclical | 3.1% | $3.9m | 24,200 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.