13F HOLDINGS REPORT
Teca Partners, LP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001999371-25-017683
Total Value
$158.5M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 106,156 | $24.4M | 15.39% |
| 2 | VIKING HOLDINGS LTD | VIK | 311,611 | $19.4M | 12.22% |
| 3 | OPTION CARE HEALTH INC | OPCH | 614,208 | $17.1M | 10.76% |
| 4 | LPL FINL HLDGS INC | 50212V100 | 48,484 | $16.1M | 10.17% |
| 5 | FERGUSON ENTERPRISES INC | FERG | 64,028 | $14.4M | 9.07% |
| 6 | TJX COS INC NEW | 872540109 | 97,915 | $14.2M | 8.93% |
| 7 | THERMO FISHER SCIENTIFIC INC | TMO | 25,350 | $12.3M | 7.76% |
| 8 | ACADIA HEALTHCARE COMPANY IN | ACHC | 467,343 | $11.6M | 7.30% |
| 9 | ROSS STORES INC | ROST | 72,448 | $11.0M | 6.96% |
| 10 | E L F BEAUTY INC | ELF | 69,065 | $9.1M | 5.77% |
| 11 | FORTUNE BRANDS INNOVATIONS I | FBIN | 168,365 | $9.0M | 5.67% |