Teca Partners, LP
Net seller this quarter
$116M
8
-$13.2M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TMO | $22.3M | 19.16% | 0.01% | +39.2% | Q3 2025 |
 GWRE | $16.4M | 14.14% | 0.16% | +126.2% | Q4 2021 |
 FERG | $15.8M | 13.55% | 0.03% | +18.9% | Q3 2024 |
 OPCH | $15.4M | 13.23% | 0.49% | +6.2% | Q1 2025 |
 LPLA | $15.3M | 13.18% | 0.07% | +8.7% | Q3 2024 |
 ROST | $11.7M | 10.08% | 0.02% | +1.3% | Q3 2023 |
 CMG | $11.3M | 9.74% | 0.03% | -31.2% | Q4 2021 |
 ACHC | $8.04M | 6.91% | 0.30% | Not reported | Q2 2025 |
| Q1 2026 | |||||
 VIK | $22.9M | 15.79% | Not reported | Not reported | Q2 2025 |
| OPCH | $18.6M | 12.83% | 0.44% | +20.6% | Q1 2025 |
| TMO | $15.7M | 10.82% | 0.01% | +81.5% | Q3 2025 |
| CMG | $15.5M | 10.70% | 0.04% | +50.5% | Q4 2021 |
| LPLA | $15.1M | 10.39% | 0.06% | +20.6% | Q3 2024 |
| FERG | $13M | 8.99% | 0.03% | -0.1% | Q3 2024 |
| ROST | $11.8M | 8.13% | 0.02% | -24.9% | Q3 2023 |
| GWRE | $8.84M | 6.09% | 0.07% | -53.2% | Q4 2021 |
 TJX | $3.86M | 2.66% | 0.00% | -75.3% | Q3 2023 |
| Q4 2025 | |||||
| GWRE | $25.4M | 14.47% | 0.15% | +18.8% | Q4 2021 |
| VIK | $22.3M | 12.69% | Not reported | Not reported | Q2 2025 |
| OPCH | $18.3M | 10.42% | 0.37% | -6.7% | Q1 2025 |
| TJX | $15M | 8.58% | 0.01% | Not reported | Q3 2023 |
| LPLA | $14.8M | 8.46% | 0.05% | -14.3% | Q3 2024 |
| ROST | $13.1M | 7.45% | 0.02% | Not reported | Q3 2023 |
| FERG | $12.4M | 7.10% | 0.03% | -12.7% | Q3 2024 |
 FND | $12.1M | 6.88% | 0.18% | New | Q4 2025 |
| CMG | $11.9M | 6.80% | 0.02% | Not reported | Q4 2021 |
| TMO | $10.2M | 5.82% | 0.00% | -30.6% | Q3 2025 |
 ELF | $9.1M | 5.19% | 0.20% | +73.3% | Q1 2025 |
| Q3 2025 | |||||
| GWRE | $24.4M | 15.39% | 0.13% | Not reported | Q4 2021 |
| VIK | $19.4M | 12.22% | Not reported | -33.5% | Q2 2025 |
| OPCH | $17.1M | 10.76% | 0.38% | +50.7% | Q1 2025 |
| LPLA | $16.1M | 10.17% | 0.06% | +81.1% | Q3 2024 |
| FERG | $14.4M | 9.07% | 0.03% | +14.5% | Q3 2024 |
| TJX | $14.2M | 8.93% | 0.01% | +23.6% | Q3 2023 |
| TMO | $12.3M | 7.76% | 0.01% | New | Q3 2025 |
| ACHC | $11.6M | 7.30% | 0.52% | +5.1% | Q2 2025 |
| ROST | $11M | 6.96% | 0.02% | -20.3% | Q3 2023 |
| ELF | $9.15M | 5.77% | 0.12% | Not reported | Q1 2025 |
 FBIN | $8.99M | 5.67% | 0.14% | -21.8% | Q1 2024 |