Teca Partners, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Teca Partners, LP reported 8 stock positions worth $116.3 million. Its top holding was Thermo Fisher Scientific (TMO) at 19.2% of the portfolio, followed by Guidewire Software (GWRE, 14.1%) and Ferguson Enterprises (FERG, 13.6%). Compared with Q1 2026, it opened 1 new position, sold out of 2, added to 6 and reduced 1. The biggest buy was Guidewire Software (GWRE, shares +126%) and the biggest sale an exit from Viking (VIK).
- Most Recent 13F
- Q2 2026
- Location
- Austin, TX
- CIK
- 0001910154
- Portfolio Value
- $116.3M (Q2 2026)
- SEC Filing
- 0001999371-26-017874 ↗ filed Aug 13, 2026
Holdings Value
Holdings 8 stocks · $116.3M
| TMO Thermo Fisher Scientific Inc. | 19.16% | 44,455 | $22.3M | Add +39.2% |
| GWRE Guidewire Software Inc. | 14.14% | 133,685 | $16.4M | Add +126.2% |
| FERG Ferguson Enterprises Inc. | 13.55% | 66,434 | $15.8M | Add +18.9% |
| OPCH Option Care Health Inc. | 13.23% | 733,788 | $15.4M | Add +6.2% |
| LPLA LPL Financial Holdings Inc. | 13.18% | 54,438 | $15.3M | Add +8.7% |
| ROST Ross Stores Inc. | 10.08% | 55,108 | $11.7M | Add +1.3% |
| CMG Chipotle Mexican Grill Inc. | 9.74% | 333,294 | $11.3M | Reduce -31.2% |
| ACHC Acadia Healthcare Co. Inc. | 6.91% | 272,400 | $8.0M | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| GWRE Guidewire Software Inc. | Add +126.2% | 14.14% | +7.09 |
| ACHC Acadia Healthcare Co. Inc. | New | 6.91% | +6.91 |
| TMO Thermo Fisher Scientific Inc. | Add +39.2% | 19.16% | +6.63 |
| FERG Ferguson Enterprises Inc. | Add +18.9% | 13.55% | +3.15 |
| LPLA LPL Financial Holdings Inc. | Add +8.7% | 13.18% | +1.16 |
| ROST Ross Stores Inc. | Add +1.3% | 10.08% | +0.67 |
| OPCH Option Care Health Inc. | Add +6.2% | 13.23% | −1.62 |
Options Activity Q1 2026 → Q2 2026
| ACHC Acadia Healthcare Co. Inc. | call | Sold out | 843,900 | $19.7Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $116.3M | TMO, GWRE, FERG, OPCH, LPLA |
| Q1 2026 | 9 | $125.3M | VIK, OPCH, TMO, CMG, LPLA |
| Q4 2025 | 11 | $164.5M | GWRE, VIK, OPCH, TJX, LPLA |
| Q3 2025 | 11 | $158.5M | GWRE, VIK, OPCH, LPLA, FERG |
| Q2 2025 | 11 | $143.2M | GWRE, VIK, OPCH, FERG, ROST |
| Q1 2025 | 10 | $139.5M | GWRE, ROST, CCC, OPCH, TJX |
| Q4 2024 | 11 | $157.0M | GWRE, CCC, LPLA, FERG, FWONK |
| Q3 2024 | 10 | $142.8M | CCC, GWRE, FBIN, TJX, ROST |
| Q2 2024 | 11 | $143.5M | CCC, GWRE, FBIN, ROST, TJX |
| Q1 2024Amended | 13 | $157.5M | GWRE, CCC, SG, ROST, FWONK |