本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Teca Partners, LP (CIK 1910154) reported $116.3M across 8 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TMO ($22.3M, 19.16%), GWRE ($16.4M, 14.14%), FERG ($15.8M, 13.55%), OPCH ($15.4M, 13.23%), LPLA ($15.3M, 13.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TMO | THERMO FISHER SCIENTIFIC INC | $22.3M | 19.16% | 44,455 | Added |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | $16.4M | 14.14% | 133,685 | Added |
| 3 | FERG | FERGUSON ENTERPRISES INC | $15.8M | 13.55% | 66,434 | Added |
| 4 | OPCH | OPTION CARE HEALTH INC | $15.4M | 13.23% | 733,788 | Added |
| 5 | LPLA | LPL FINL HLDGS INC | $15.3M | 13.18% | 54,438 | Added |
| 6 | ROST | ROSS STORES INC | $11.7M | 10.08% | 55,108 | Added |
| 7 | CMG | CHIPOTLE MEXICAN GRILL INC | $11.3M | 9.74% | 333,294 | Trimmed |
| 8 | ACHC | ACADIA HEALTHCARE COMPANY IN | $8.0M | 6.91% | 272,400 | Trimmed |
| 9 | TJX | TJX COS INC NEW | $0 | 0.00% | 0 | Exited |
| 10 | VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30