Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Teca Partners, LP (CIK 1910154) reported $145.0M across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIK ($22.9M, 15.79%), ACHC ($19.7M, 13.61%), OPCH ($18.6M, 12.83%), TMO ($15.7M, 10.82%), CMG ($15.5M, 10.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIK | VIKING HOLDINGS LTD | $22.9M | 15.79% | 311,611 | Hold |
| 2 | ACHC | ACADIA HEALTHCARE COMPANY IN | $19.7M | 13.61% | 843,900 | Added |
| 3 | OPCH | OPTION CARE HEALTH INC | $18.6M | 12.83% | 691,098 | Added |
| 4 | TMO | THERMO FISHER SCIENTIFIC INC | $15.7M | 10.82% | 31,939 | Added |
| 5 | CMG | CHIPOTLE MEXICAN GRILL INC | $15.5M | 10.70% | 484,632 | Added |
| 6 | LPLA | LPL FINL HLDGS INC | $15.1M | 10.39% | 50,078 | Added |
| 7 | FERG | FERGUSON ENTERPRISES INC | $13.0M | 8.99% | 55,872 | Trimmed |
| 8 | ROST | ROSS STORES INC | $11.8M | 8.13% | 54,426 | Trimmed |
| 9 | GWRE | GUIDEWIRE SOFTWARE INC | $8.8M | 6.09% | 59,099 | Trimmed |
| 10 | TJX | TJX COS INC NEW | $3.9M | 2.66% | 24,200 | Trimmed |
| 11 | ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | Exited |
| 12 | FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31