Teca Partners, LP
8 holdingsFiling period: 2026-06-30Current AUM: $141.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TMO | Thermo Fisher Scientific Inc | 44.5K | $22.3M | $30.9M | 21.81% | +12.5K | 2026-06-30 |
| 2 | GWRE | Guidewire Software Inc | 133.7K | $16.4M | $21.6M | 15.24% | +74.6K | 2026-06-30 |
| 3 | FERG | Ferguson Enterprises Inc | 66.4K | $15.8M | $15.5M | 10.97% | +10.6K | 2026-06-30 |
| 4 | OPCH | Option Care Health Inc | 733.8K | $15.4M | $23.2M | 16.40% | +42.7K | 2026-06-30 |
| 5 | LPLA | LPL Finl Hldgs Inc | 54.4K | $15.3M | $16.1M | 11.36% | +4.4K | 2026-06-30 |
| 6 | ROST | Ross Stores Inc | 55.1K | $11.7M | $12.7M | 8.99% | +682 | 2026-06-30 |
| 7 | CMG | Chipotle Mexican Grill Inc | 333.3K | $11.3M | $11.5M | 8.10% | -151,338 | 2026-06-30 |
| 8 | ACHC | Acadia Healthcare Company in | 272.4K | $8.0M | $10.1M | 7.12% | -571,500 | 2026-06-30 |
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