13F HOLDINGS REPORT
Teca Partners, LP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001999371-26-003318
Total Value
$175.3M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 126,156 | $25.4M | 14.47% |
| 2 | VIKING HOLDINGS LTD | VIK | 311,611 | $22.3M | 12.69% |
| 3 | OPTION CARE HEALTH INC | OPCH | 573,205 | $18.3M | 10.42% |
| 4 | TJX COS INC NEW | 872540109 | 97,915 | $15.0M | 8.58% |
| 5 | LPL FINL HLDGS INC | 50212V100 | 41,531 | $14.8M | 8.46% |
| 6 | ROSS STORES INC | ROST | 72,448 | $13.1M | 7.45% |
| 7 | FERGUSON ENTERPRISES INC | FERG | 55,903 | $12.4M | 7.10% |
| 8 | FLOOR & DECOR HLDGS INC | FND | 197,991 | $12.1M | 6.88% |
| 9 | CHIPOTLE MEXICAN GRILL INC | CMG | 322,132 | $11.9M | 6.80% |
| 10 | ACADIA HEALTHCARE COMPANY IN | ACHC | 758,800 | $10.8M | 6.14% |
| 11 | THERMO FISHER SCIENTIFIC INC | TMO | 17,600 | $10.2M | 5.82% |
| 12 | E L F BEAUTY INC | ELF | 119,712 | $9.1M | 5.19% |