Teca Partners, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Teca Partners, LP disclosed 8 US equity positions worth $116.3m in its Q2 2026 13F filing. The largest position was TMO at 19.2% of the reported book, followed by GWRE and FERG. Against the Q1 2026 filing, it opened 1 new position, added to 6 and reduced 1 among the top 8 holdings.
What did Teca Partners, LP own in Q2 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 19.2% | $22.3m | 44,455 | 39% | added |
| 2 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 14.1% | $16.4m | 133,685 | 126% | added |
| 3 | FERG FERGUSON ENTERPRISES INC | Industrials | 13.6% | $15.8m | 66,434 | 19% | added |
| 4 | OPCH OPTION CARE HEALTH INC | Healthcare | 13.2% | $15.4m | 733,788 | 6% | added |
| 5 | LPLA LPL FINL HLDGS INC | Financial Services | 13.2% | $15.3m | 54,438 | 9% | added |
| 6 | ROST ROSS STORES INC | Consumer Cyclical | 10.1% | $11.7m | 55,108 | 1% | added |
| 7 | CMG CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 9.7% | $11.3m | 333,294 | -31% | reduced |
| 8 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 6.9% | $8.0m | 272,400 | – | new |
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.