Teca Partners, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$145.0M
Q ending 2026-03-31
Prior quarter
$175.3M
Q ending 2025-12-31
Change
-17.3% QoQ · +4.0% YoY
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Viking Holdings Ltd | Shares | $22.9M | 312K | |
| Acadia Healthcare Company In | ACHC | Call | $19.7M | 844K |
| Option Care Health Inc | OPCH | Shares | $18.6M | 691K |
| Thermo Fisher Scientific Inc | TMO | Shares | $15.7M | 32K |
| Chipotle Mexican Grill Inc | CMG | Shares | $15.5M | 485K |
| Lpl Finl Hldgs Inc | LPLA | Shares | $15.1M | 50K |
| Ferguson Enterprises Inc | FERG | Shares | $13.0M | 56K |
| Ross Stores Inc | ROST | Shares | $11.8M | 54K |
| Guidewire Software Inc | GWRE | Shares | $8.8M | 59K |
| Tjx Cos Inc New | TJX | Shares | $3.9M | 24K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.