13FBOX
Teca Partners, LP · 13F Holdings
Options Calculator Rankings

Teca Partners, LP

No.8889 Data as of 2026Q2
Latest AUM (Q2 2026)
$116.3M
QoQ Change Q1 2026
-$28.7M-19.8%
Holdings
8
New Buys
0
Adds
6
Reduces
2
Exits
2
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
TTHERMO FISHER SCIENTIFIC INCTMO
19.16%10.82%$22.3M44,455$15.7M31,939+12,516+39.19%Add
GGUIDEWIRE SOFTWARE INCGWRE
14.14%6.09%$16.4M133,685$8.8M59,099+74,586+126.21%Add
FERGUSON ENTERPRISES INCFERG
13.55%8.99%$15.8M66,434$13.0M55,872+10,562+18.90%Add
OPTION CARE HEALTH INCOPCH
13.23%12.83%$15.4M733,788$18.6M691,098+42,690+6.18%Add
LPL FINL HLDGS INCLPLA
13.18%10.39%$15.3M54,438$15.1M50,078+4,360+8.71%Add
ROSS STORES INC COMROST
10.08%8.13%$11.7M55,108$11.8M54,426+682+1.25%Add
CHIPOTLE MEXICAN GRILL INCCMG
9.74%10.7%$11.3M333,294$15.5M484,632-151,338-31.23%Reduce
ACADIA HEALTHCARE COMPANY INACHC
6.91%13.61%$8.0M272,400$19.7M843,900-571,500-67.72%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow