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Teca Partners, LP

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13F filer, CIK 1910154, Austin, TX

Teca Partners, LP reported $116,332,015 across 8 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-26-017874

Period
2026-06-30
Reported value
$116M
Holdings
8
Top 10 weight
100%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GWREadded+74,586$9.18M
ACHCnew+272,400$8.04M
TMOadded+12,516$6.28M
FERGadded+10,562$2.51M
LPLAadded+4,360$1.23M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VIKexited-311,611-$22.9M
CMGreduced-151,338-$5.15M
TJXexited-24,200-$3.86M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001999371-26-017874, largest first. % of portfolio is the value over $116,332,015, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,350 shares; 2025Q4: 17,600 shares; 2026Q1: 31,939 shares; 2026Q2: 44,455 shares 44,455$22.3M19.16%+12,516Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,836 shares; 2024Q4: 164,296 shares; 2025Q1: 117,156 shares; 2025Q2: 106,156 shares; 2025Q3: 106,156 shares; 2025Q4: 126,156 shares; 2026Q1: 59,099 shares; 2026Q2: 133,685 shares 133,685$16.4M14.14%+74,586Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,523 shares; 2024Q4: 99,099 shares; 2025Q1: 72,764 shares; 2025Q2: 55,903 shares; 2025Q3: 64,028 shares; 2025Q4: 55,903 shares; 2026Q1: 55,872 shares; 2026Q2: 66,434 shares 66,434$15.8M13.55%+10,562Timeline
OPCHOPTION CARE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 385,153 shares; 2025Q2: 407,538 shares; 2025Q3: 614,208 shares; 2025Q4: 573,205 shares; 2026Q1: 691,098 shares; 2026Q2: 733,788 shares 733,788$15.4M13.23%+42,690Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,061 shares; 2024Q4: 52,875 shares; 2025Q1: 38,123 shares; 2025Q2: 26,774 shares; 2025Q3: 48,484 shares; 2025Q4: 41,531 shares; 2026Q1: 50,078 shares; 2026Q2: 54,438 shares 54,438$15.3M13.18%+4,360Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,199 shares; 2024Q4: 91,098 shares; 2025Q1: 163,831 shares; 2025Q2: 90,893 shares; 2025Q3: 72,448 shares; 2025Q4: 72,448 shares; 2026Q1: 54,426 shares; 2026Q2: 55,108 shares 55,108$11.7M10.08%+682Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 322,132 shares; 2026Q1: 484,632 shares; 2026Q2: 333,294 shares 333,294$11.3M9.74%-151,338Timeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 444,512 shares; 2025Q3: 467,343 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 272,400 shares 272,400$8.04M6.91%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VIKVIKING HOLDINGS LTD311,611$22.9Mshares
ACHCACADIA HEALTHCARE COMPANY IN843,900$19.7Mcall
TJXTJX COS INC NEW24,200$3.86Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001999371-26-017874 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001999371-26-017874 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0001999371-26-010902 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001999371-26-003318 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001999371-25-017683 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0001999371-25-011194 Quarter ended 2025-06-302025-08-13acceptance time not in the bulk data set
13F-HR 0001999371-25-006070 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0001839882-25-008943 Quarter ended 2024-12-312025-02-13acceptance time not in the bulk data set
13F-HR 0001839882-24-038901 Quarter ended 2024-09-302024-11-13acceptance time not in the bulk data set
13F-HR 0001999371-24-010069 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR/A 0001999371-24-006872 Quarter ended 2024-03-312024-05-31acceptance time not in the bulk data set
13F-HR 0001999371-24-006059 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0001999371-24-002125 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set
13F-HR 0001999371-23-000113 Quarter ended 2023-09-302023-11-13acceptance time not in the bulk data set
13F-HR 0001387131-23-009696 Quarter ended 2023-06-302023-08-11acceptance time not in the bulk data set
13F-HR 0001387131-23-006455 Quarter ended 2023-03-312023-05-12acceptance time not in the bulk data set
13F-HR 0001387131-23-001772 Quarter ended 2022-12-312023-02-10acceptance time not in the bulk data set
13F-HR 0001387131-22-011282 Quarter ended 2022-09-302022-11-10acceptance time not in the bulk data set
13F-HR 0001839882-22-017826 Quarter ended 2022-06-302022-08-12acceptance time not in the bulk data set
13F-HR 0001839882-22-010289 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0001387131-22-001674 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set