What does Teca Partners, LP hold?

Teca Partners, LP's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include TMO, GWRE, FERG. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1910154.

What is Teca Partners, LP's AUM?

Teca Partners, LP reported approximately $116.3M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $174.8M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Teca Partners, LP's holdings?

All Teca Partners, LP holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1910154. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Teca Partners, LP's 13F data updated on 13F Pro?

Teca Partners, LP's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Teca Partners, LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1910154

Institutional-grade research for retail investors

Email me the moment this fund files its next 13F

13F Reported Value

ⓘ

$116.3M

Holdings

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Teca Partners, LP disclosed 8 positions worth $116.3M in its Form 13F-HR for Q2 2026, led by $TMO (THERMO FISHER SCIENTIFIC INC.) at 19.2% of the equity portfolio, followed by $GWRE and $FERG. During the quarter the fund opened 1 new position and exited 3 — including a new stake in $ACHC and a full exit from $VIK. The portfolio is most concentrated in Consumer Discretionary (33.4% of disclosed assets). All figures are sourced directly from Teca Partners, LP’s Form 13F-HR filing with the SEC under CIK 1910154.

AI Fund Analysis

Stable

2 quarters accumulating

$OPCH

2 quarters accumulating

$LPLA

2 quarters accumulating

Sector Allocation

Consumer DiscretionaryTechnologyHealthcareFinancials

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

Click any card to unlock

Top Holdings

AI Quality Scored

THERMO FISHER SCIENTIFIC INC.
$TMO
65.1#500
Quality
$22.3M44,455 sh
Guidewire Software, Inc.
$GWRE
67.3#372
Quality
$16.4M133,685 sh
Ferguson Enterprises Inc. /DE/
$FERG
52.2#1,470
Quality
$15.8M66,434 sh
Option Care Health, Inc.
$OPCH
56.0
Quality
$15.4M733,788 sh
LPL Financial Holdings Inc.
$LPLA
72.1
Quality
$15.3M54,438 sh
ROSS STORES, INC.
$ROST
70.4
Quality
$11.7M55,108 sh
CHIPOTLE MEXICAN GRILL INC
$CMG
65.1
Quality
$11.3M333,294 sh
Acadia Healthcare Company, Inc.
$ACHC
36.7
Quality
$8.0M272,400 sh

Company	Quality	Value	Shares
THERMO FISHER SCIENTIFIC INC.$TMO	65.1#500	$22.3M	44,455
Guidewire Software, Inc.$GWRE	67.3#372	$16.4M	133,685
Ferguson Enterprises Inc. /DE/$FERG	52.2#1,470	$15.8M	66,434
Option Care Health, Inc.$OPCH	56.0	$15.4M	733,788
LPL Financial Holdings Inc.$LPLA	72.1	$15.3M	54,438
ROSS STORES, INC.$ROST	70.4	$11.7M	55,108
CHIPOTLE MEXICAN GRILL INC$CMG	65.1	$11.3M	333,294
Acadia Healthcare Company, Inc.$ACHC	36.7	$8.0M	272,400

Unlock AI quality scores for every holding

32-signal composite ranking on each of Teca Partners, LP's 8 positions.

Showing top 8 of 8 holdings.

Sector Allocation

Consumer Discretionary

$38.8M

Technology

$38.7M

Healthcare

$23.4M

Financials

$15.3M

Full Holdings — Teca Partners, LP (Q2 2026)

All 8 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$TMO	THERMO FISHER SCIENTIFIC INC.	$22.3M	19.2%	+39%	65.1
2	$GWRE	Guidewire Software, Inc.	$16.4M	14.1%	+126%	67.3
3	$FERG	Ferguson Enterprises Inc. /DE/	$15.8M	13.6%	+19%	52.2
4	$OPCH	Option Care Health, Inc.	$15.4M	13.2%	+6%	56
5	$LPLA	LPL Financial Holdings Inc.	$15.3M	13.2%	+9%	72.1
6	$ROST	ROSS STORES, INC.	$11.7M	10.1%	+1%	70.4
7	$CMG	CHIPOTLE MEXICAN GRILL INC	$11.3M	9.7%	-31%	65.1
8	$ACHC	Acadia Healthcare Company, Inc.	$8.0M	6.9%	NEW	36.7

New Positions (1)

$ACHC Acadia Healthcare Company, Inc.$8.0M

Exited Positions (3)

$VIK Viking Holdings Ltd

$ACHCCALL Acadia Healthcare Company, Inc.

$TJX TJX COMPANIES INC /DE/

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AI-Powered Hedge Fund Analysis: Teca Partners, LP

13F Pro is an AI hedge fund tracker and stock research platform. For Teca Partners, LP (SEC CIK: 1910154), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Teca Partners, LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.