Teca Partners, LP
CIK 1910154 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- VIK18.27%
- OPCH14.85%
- TMO12.53%
- CMG12.38%
- LPLA12.02%
- FERG10.40%
- ROST9.41%
- GWRE7.05%
- TJX3.08%
Share classes counted separately99.99%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GWREWeight decreased · -8.36 pp15.41% → 7.05%Shares -67.06K (-53.15%)
- TMOWeight increased · +6.33 pp6.20% → 12.53%Shares +14.34K (+81.47%)
- TJXWeight decreased · -6.06 pp9.14% → 3.08%Shares -73.72K (-75.28%)
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 9
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VIKVIKING HOLDINGS LTDORD SHS View history and evidence | $22.90M | 18.27% | 311.61K shares | 13.53% → 18.27%+4.74 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | OPCHOPTION CARE HEALTH INCCOM NEW View history and evidence | $18.60M | 14.85% | 691.10K shares | 11.10% → 14.85%+3.75 pp +117.89K (+20.57%) | Added | ↗▾ |
| 03 | TMOTHERMO FISHER SCIENTIFIC INC View history and evidence | $15.70M | 12.53% | 31.94K shares | 6.20% → 12.53%+6.33 pp +14.34K (+81.47%) | Added | ↗▾ |
| 04 | CMGCHIPOTLE MEXICAN GRILL INC View history and evidence | $15.51M | 12.38% | 484.63K shares | 7.24% → 12.38%+5.14 pp +162.50K (+50.45%) | Added | ↗▾ |
| 05 | LPLALPL FINANCIAL HOLDINGS INC View history and evidence | $15.06M | 12.02% | 50.08K shares | 9.02% → 12.02%+3.00 pp +8.55K (+20.58%) | Added | ↗▾ |
| 06 | FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW View history and evidence | $13.03M | 10.40% | 55.87K shares | 7.56% → 10.40%+2.84 pp -31 (-0.06%) | Reduced | ↗▾ |
| 07 | ROSTROSS STORES INC View history and evidence | $11.79M | 9.41% | 54.43K shares | 7.93% → 9.41%+1.48 pp -18.02K (-24.88%) | Reduced | ↗▾ |
| 08 | GWREGUIDEWIRE SOFTWARE INC View history and evidence | $8.84M | 7.05% | 59.10K shares | 15.41% → 7.05%-8.36 pp -67.06K (-53.15%) | Reduced | ↗▾ |
| 09 | TJXTJX COMPANIES INC View history and evidence | $3.86M | 3.08% | 24.20K shares | 9.14% → 3.08%-6.06 pp -73.72K (-75.28%) | Reduced | ↗▾ |
Options overlay 1
$19.74M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
ACHCACADIA HEALTHCARE CO INC View history and evidence | Call | 843.90K | $19.74M | +85.10K (+11.22%) | ▾ |
1 / 1 options · preview only
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FND FLOOR & DECOR HOLDINGS INC-A | Non-derivative | -197,991 | -$12.06M | SEC filing ↗ | SEC filing ↗ |
| ELF ELF BEAUTY INC | Non-derivative | -119,712 | -$9.10M | 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 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 145043960
}Take these holdings further.
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