Teca Partners
Latest statistics and disclosures from Teca Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TMO, GWRE, FERG, OPCH, LPLA, and represent 73.26% of Teca Partners's stock portfolio.
- Added to shares of these 6 stocks: GWRE (+$9.2M), TMO (+$6.3M), FERG, LPLA, OPCH, ROST.
- Reduced shares in these 4 stocks: VIK (-$23M), ACHC (-$17M), CMG (-$5.1M), TJX.
- Sold out of its positions in TJX, VIK.
- Teca Partners was a net seller of stock by $-29M.
- Teca Partners has $116M in assets under management (AUM), dropping by -19.80%.
- Central Index Key (CIK): 0001910154
Tip: Access up to 7 years of quarterly data
Positions held by Teca Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Teca Partners
Teca Partners holds 8 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Thermo Fisher Scientific (TMO) | 19.2 | $22M | +39% | 45k | 501.36 |
|
| Guidewire Software (GWRE) | 14.1 | $16M | +126% | 134k | 123.05 |
|
| Ferguson Enterprises Common Stock New (FERG) | 13.6 | $16M | +18% | 66k | 237.33 |
|
| Option Care Health Com New (OPCH) | 13.2 | $15M | +6% | 734k | 20.97 |
|
| Lpl Financial Holdings (LPLA) | 13.2 | $15M | +8% | 54k | 281.68 |
|
| Ross Stores (ROST) | 10.1 | $12M | 55k | 212.85 |
|
|
| Chipotle Mexican Grill (CMG) | 9.7 | $11M | -31% | 333k | 34.00 |
|
| Acadia Healthcare (ACHC) | 6.9 | $8.0M | -67% | 272k | 29.53 |
|
Past Filings by Teca Partners
SEC 13F filings are viewable for Teca Partners going back to 2021
- Teca Partners 2026 Q2 filed Aug. 13, 2026
- Teca Partners 2026 Q1 filed May 15, 2026
- Teca Partners 2025 Q4 filed Feb. 13, 2026
- Teca Partners 2025 Q3 filed Nov. 13, 2025
- Teca Partners 2025 Q2 filed Aug. 13, 2025
- Teca Partners 2025 Q1 filed May 14, 2025
- Teca Partners 2024 Q4 filed Feb. 13, 2025
- Teca Partners 2024 Q3 filed Nov. 13, 2024
- Teca Partners 2024 Q2 filed Aug. 13, 2024
- Teca Partners 2024 Q1 restated filed May 31, 2024
- Teca Partners 2023 Q3 filed Nov. 13, 2023
- Teca Partners 2023 Q2 filed Aug. 11, 2023
- Teca Partners 2023 Q1 filed May 12, 2023
- Teca Partners 2022 Q4 filed Feb. 10, 2023
- Teca Partners 2022 Q3 filed Nov. 10, 2022
- Teca Partners 2022 Q2 filed Aug. 12, 2022