Teca Partners, LP

Q2 2025 13F Holdings

  • Location
    austin, TX
  • Num holdings

    11

  • Value ($000)

    $143,230

  • Date Filed
    08/13/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GWRE
GWRE

GUIDEWIRE SOFTWARE INC

COM
40171V100
$24.99M
18 %

106,156

---

VIKING HOLDINGS LTD

ORD SHS
G93A5A101
$24.95M
17 %

468,209

OPCH
OPCH

OPTION CARE HEALTH INC

COM NEW
68404L201
$13.24M
9 %

407,538

FERG
FERG

FERGUSON ENTERPRISES INC

COMMON STOCK NEW
31488V107
$12.17M
9 %

55,903

---

ROSS STORES INC

COM
778296103
$11.60M
8 %

90,893

FBIN
FBIN

FORTUNE BRANDS INNOVATIONS I

COM
34964C106
$11.09M
8 %

215,365

ACHC
ACHC

ACADIA HEALTHCARE COMPANY IN

COM
00404A109
$10.09M
7 %

444,512

LPLA
LPLA

LPL FINL HLDGS INC

COM
50212V100
$10.04M
7 %

26,774

---

TJX COS INC NEW

COM
872540109
$9.78M
7 %

79,229

SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$7.65M
5 %

76,000

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