Teca Partners as of Sept. 30, 2025
Portfolio Holdings for Teca Partners
Teca Partners holds 11 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 15.4 | $24M | 106k | 229.86 | |
| Viking Holdings Ord Shs (VIK) | 12.2 | $19M | 312k | 62.16 | |
| Option Care Health Com New (OPCH) | 10.8 | $17M | 614k | 27.76 | |
| Lpl Financial Holdings (LPLA) | 10.2 | $16M | 49k | 332.69 | |
| Ferguson Enterprises Common Stock New (FERG) | 9.1 | $14M | 64k | 224.58 | |
| TJX Companies (TJX) | 8.9 | $14M | 98k | 144.54 | |
| Thermo Fisher Scientific (TMO) | 7.8 | $12M | 25k | 485.02 | |
| Acadia Healthcare (ACHC) | 7.3 | $12M | 467k | 24.76 | |
| Ross Stores (ROST) | 7.0 | $11M | 72k | 152.39 | |
| Elf Beauty (ELF) | 5.8 | $9.1M | 69k | 132.48 | |
| Fortune Brands (FBIN) | 5.7 | $9.0M | 168k | 53.39 |
