Teca Partners, LP
CIK 1910154 · Holdings on Sep 30, 2025 · First reported Nov 13, 2025
Top ten holdings
Q3 2025- GWRE15.39%
- VIK12.22%
- OPCH10.76%
- LPLA10.17%
- FERG9.07%
- TJX8.93%
- TMO7.76%
- ACHC7.30%
- ROST6.96%
- ELF5.77%
Share classes counted separately94.33%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VIKWeight decreased · -5.20 pp17.42% → 12.22%Shares -156.60K (-33.45%)
- LPLAWeight increased · +3.16 pp7.01% → 10.17%Shares +21.71K (+81.09%)
- TJXWeight increased · +2.10 pp6.83% → 8.93%Shares +18.69K (+23.58%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 11
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GWREGUIDEWIRE SOFTWARE INC View history and evidence | $24.40M | 15.39% | 106.16K shares | 17.45% → 15.39%-2.06 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | VIKVIKING HOLDINGS LTDORD SHS View history and evidence | $19.37M | 12.22% | 311.61K shares | 17.42% → 12.22%-5.20 pp -156.60K (-33.45%) | Reduced | ↗▾ |
| 03 | OPCHOPTION CARE HEALTH INCCOM NEW View history and evidence | $17.05M | 10.76% | 614.21K shares | 9.24% → 10.76%+1.52 pp +206.67K (+50.71%) | Added | ↗▾ |
| 04 | LPLALPL FINANCIAL HOLDINGS INC View history and evidence | $16.13M | 10.17% | 48.48K shares | 7.01% → 10.17%+3.16 pp +21.71K (+81.09%) | Added | ↗▾ |
| 05 | FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW View history and evidence | $14.38M | 9.07% | 64.03K shares | 8.50% → 9.07%+0.57 pp +8.13K (+14.53%) | Added | ↗▾ |
| 06 | TJXTJX COMPANIES INC View history and evidence | $14.15M | 8.93% | 97.92K shares | 6.83% → 8.93%+2.10 pp +18.69K (+23.58%) | Added | ↗▾ |
| 07 | TMOTHERMO FISHER SCIENTIFIC INC View history and evidence | $12.30M | 7.76% | 25.35K shares | Prior unavailable +25.35K | New | ↗▾ |
| 08 | ACHCACADIA HEALTHCARE CO INC View history and evidence | $11.57M | 7.30% | 467.34K shares | 7.04% → 7.30%+0.26 pp +22.83K (+5.14%) | Added | ↗▾ |
| 09 | ROSTROSS STORES INC View history and evidence | $11.04M | 6.96% | 72.45K shares | 8.10% → 6.96%-1.14 pp -18.45K (-20.29%) | Reduced | ↗▾ |
| 10 | ELFELF BEAUTY INC View history and evidence | $9.15M | 5.77% | 69.06K shares | Prior unavailable +69.06K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SGOV ISHARES 0-3 MONTH TREASURY B | Non-derivative | -76,000 | -$7.65M | SEC filing ↗ | SEC filing ↗ |
| BIL SS SPDR BB 1-3M T-BILL ETF | Non-derivative | -83,178 | -$7.63M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1910154 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 158529115
}Take these holdings further.
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