Teca Partners, LP

Q3 2025 13F Holdings

  • Location
    austin, TX
  • Num holdings

    11

  • Value ($000)

    $158,529

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001910154
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GWRE
GWRE

GUIDEWIRE SOFTWARE INC

COM
40171V100
$24.40 M
15 %

106,156

---

VIKING HOLDINGS LTD

ORD SHS
G93A5A101
$19.37 M
12 %

311,611

OPCH
OPCH

OPTION CARE HEALTH INC

COM NEW
68404L201
$17.05 M
11 %

614,208

LPLA
LPLA

LPL FINL HLDGS INC

COM
50212V100
$16.13 M
10 %

48,484

FERG
FERG

FERGUSON ENTERPRISES INC

COMMON STOCK NEW
31488V107
$14.38 M
9 %

64,028

---

TJX COS INC NEW

COM
872540109
$14.15 M
9 %

97,915

---

THERMO FISHER SCIENTIFIC INC

COM
883556102
$12.30 M
8 %

25,350

ACHC
ACHC

ACADIA HEALTHCARE COMPANY IN

COM
00404A109
$11.57 M
7 %

467,343

---

ROSS STORES INC

COM
778296103
$11.04 M
7 %

72,448

ELF
ELF

E L F BEAUTY INC

COM
26856L103
$9.15 M
6 %

69,065

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