Teca Partners as of Dec. 31, 2025
Portfolio Holdings for Teca Partners
Teca Partners holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 14.5 | $25M | 126k | 201.01 | |
| Viking Holdings Ord Shs (VIK) | 12.7 | $22M | 312k | 71.41 | |
| Option Care Health Com New (OPCH) | 10.4 | $18M | 573k | 31.86 | |
| TJX Companies (TJX) | 8.6 | $15M | 98k | 153.61 | |
| Lpl Financial Holdings (LPLA) | 8.5 | $15M | 42k | 357.17 | |
| Ross Stores (ROST) | 7.4 | $13M | 72k | 180.14 | |
| Ferguson Enterprises Common Stock New (FERG) | 7.1 | $12M | 56k | 222.63 | |
| Floor & Decor Hldgs Cl A (FND) | 6.9 | $12M | 198k | 60.89 | |
| Chipotle Mexican Grill (CMG) | 6.8 | $12M | 322k | 37.00 | |
| Acadia Healthcare Call Option (ACHC) | 6.1 | $11M | 759k | 14.19 | |
| Thermo Fisher Scientific (TMO) | 5.8 | $10M | 18k | 579.45 | |
| Elf Beauty (ELF) | 5.2 | $9.1M | 120k | 76.04 |
