Teca Partners as of June 30, 2026
Portfolio 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 | 45k | 501.36 | |
| Guidewire Software (GWRE) | 14.1 | $16M | 134k | 123.05 | |
| Ferguson Enterprises Common Stock New (FERG) | 13.6 | $16M | 66k | 237.33 | |
| Option Care Health Com New (OPCH) | 13.2 | $15M | 734k | 20.97 | |
| Lpl Financial Holdings (LPLA) | 13.2 | $15M | 54k | 281.68 | |
| Ross Stores (ROST) | 10.1 | $12M | 55k | 212.85 | |
| Chipotle Mexican Grill (CMG) | 9.7 | $11M | 333k | 34.00 | |
| Acadia Healthcare (ACHC) | 6.9 | $8.0M | 272k | 29.53 |
