Teca Partners, LP — 13F holdings

Teca Partners, LP reported 8 holdings worth $116M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. TMO THERMO FISHER SCIENTIFIC INC — $22.3M (19.2%)
2. GWRE GUIDEWIRE SOFTWARE INC — $16.4M (14.1%)
3. FERG FERGUSON ENTERPRISES INC — $15.8M (13.6%)
4. OPCH OPTION CARE HEALTH INC — $15.4M (13.2%)
5. LPLA LPL FINL HLDGS INC — $15.3M (13.2%)
6. ROST ROSS STORES INC — $11.7M (10.1%)
7. CMG CHIPOTLE MEXICAN GRILL INC — $11.3M (9.7%)
8. ACHC ACADIA HEALTHCARE COMPANY IN — $8.04M (6.9%)