Investor
Teca Partners, LP
CIK 0001910154 · filed 2026-05-15 · SEC filing
13F book
$145M
Positions
9
0 new · 2 sold
Largest name
15.8%
Viking Holdings Ltd · VIK
Est. mark
−$7.99M
Price effect on 9 names still held. Flow −$31.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Viking Holdings Ltd | VIK | 311.6K | $22.9M | 15.8% | $645K | Held |
| Option Care Health, Inc. | OPCH | 691.1K | $18.6M | 12.8% | −$2.83M | Added$342K |
| Thermo Fisher Scientific Inc. | TMO | 31.9K | $15.7M | 10.8% | −$1.55M | Added$5.5M |
| Chipotle Mexican Grill Inc | CMG | 484.6K | $15.5M | 10.7% | −$1.61M | Added$3.59M |
| Lpl Finl Hldgs Inc | — | 50.1K | $15.1M | 10.4% | −$2.34M | Added$231.3K |
| Ferguson Enterprises Inc | — | 55.9K | $13M | 9.0% | $593.9K | Cut$587K |
| Ross Stores, Inc. | ROST | 54.4K | $11.8M | 8.1% | $1.99M | Cut−$1.26M |
| Guidewire Software, Inc. | GWRE | 59.1K | $8.84M | 6.1% | −$3.04M | Cut−$16.5M |
| Tjx Cos Inc New | — | 24.2K | $3.86M | 2.7% | $147.4K | Cut−$11.2M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.