13F HOLDINGS REPORT
Teca Partners, LP
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001999371-25-011194
Total Value
$143.2M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 106,156 | $25.0M | 17.45% |
| 2 | VIKING HOLDINGS LTD | VIK | 468,209 | $25.0M | 17.42% |
| 3 | OPTION CARE HEALTH INC | OPCH | 407,538 | $13.2M | 9.24% |
| 4 | FERGUSON ENTERPRISES INC | FERG | 55,903 | $12.2M | 8.50% |
| 5 | ROSS STORES INC | ROST | 90,893 | $11.6M | 8.10% |
| 6 | FORTUNE BRANDS INNOVATIONS I | FBIN | 215,365 | $11.1M | 7.74% |
| 7 | ACADIA HEALTHCARE COMPANY IN | ACHC | 444,512 | $10.1M | 7.04% |
| 8 | LPL FINL HLDGS INC | 50212V100 | 26,774 | $10.0M | 7.01% |
| 9 | TJX COS INC NEW | 872540109 | 79,229 | $9.8M | 6.83% |
| 10 | ISHARES TR | 46436E718 | 76,000 | $7.7M | 5.34% |
| 11 | SPDR SERIES TRUST | 78468R663 | 83,178 | $7.6M | 5.33% |