Investor
Teca Partners, LP
CIK 0001910154 · filed 2026-02-13 · SEC filing
13F book
$175.3M
Positions
11
Largest name
14.5%
Guidewire Software, Inc. · GWRE
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Guidewire Software, Inc. | GWRE | 126.2K | $25.4M | 14.5% | — | Held |
| Viking Holdings Ltd | VIK | 311.6K | $22.3M | 12.7% | — | Held |
| Option Care Health, Inc. | OPCH | 573.2K | $18.3M | 10.4% | — | Held |
| Tjx Cos Inc New | — | 97.9K | $15M | 8.6% | — | Held |
| Lpl Finl Hldgs Inc | — | 41.5K | $14.8M | 8.5% | — | Held |
| Ross Stores, Inc. | ROST | 72.4K | $13.1M | 7.4% | — | Held |
| Ferguson Enterprises Inc | — | 55.9K | $12.4M | 7.1% | — | Held |
| Floor & Decor Hldgs Inc | — | 198K | $12.1M | 6.9% | — | Held |
| Chipotle Mexican Grill Inc | CMG | 322.1K | $11.9M | 6.8% | — | Held |
| Thermo Fisher Scientific Inc. | TMO | 17.6K | $10.2M | 5.8% | — | Held |
| e.l.f. Beauty, Inc. | ELF | 119.7K | $9.1M | 5.2% | — | Held |
Positions as of Q4 2025. 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.