Teca Partners, LP
8 holdingsFiling period: 2026-06-30Current AUM: $130.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TMO | THERMO FISHER SCIENTIFIC INC | 44.5K | $22.3M | $28.5M | 21.92% | +12.5K | 2026-06-30 |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | 133.7K | $16.4M | $19.9M | 15.30% | +74.6K | 2026-06-30 |
| 3 | FERG | FERGUSON ENTERPRISES INC | 66.4K | $15.8M | $14.3M | 10.98% | +10.6K | 2026-06-30 |
| 4 | OPCH | OPTION CARE HEALTH INC | 733.8K | $15.4M | $17.3M | 13.27% | +42.7K | 2026-06-30 |
| 5 | LPLA | LPL FINL HLDGS INC | 54.4K | $15.3M | $18.6M | 14.30% | +4.4K | 2026-06-30 |
| 6 | ROST | ROSS STORES INC | 55.1K | $11.7M | $12.5M | 9.58% | +682 | 2026-06-30 |
| 7 | CMG | CHIPOTLE MEXICAN GRILL INC | 333.3K | $11.3M | $11.6M | 8.92% | -151,338 | 2026-06-30 |
| 8 | ACHC | ACADIA HEALTHCARE COMPANY IN | 272.4K | $8.0M | $7.5M | 5.73% | -571,500 | 2026-06-30 |
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