Teca Partners
Teca Partners reported 8 stocks worth $116M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are TMO (19.2%), GWRE (14.1%) and FERG (13.6%). Compared with Q1 2026, the fund opened new positions in ACHC, added to TMO, GWRE and FERG, trimmed CMG and sold out of VIK and TJX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TMO Thermo Fisher Scientific Inc | $22.3M | 19.2% | 44K | +13K (+39%) | 4 of 8 | |
| 2 |  GWRE Guidewire Software Inc | $16.4M | 14.1% | 134K | +75K (+126%) | 8 of 8 | |
| 3 |  FERG Ferguson Enterprises Inc | $15.8M | 13.6% | 66K | +11K (+19%) | 8 of 8 | |
| 4 |  OPCH Option Care Health Inc | $15.4M | 13.2% | 734K | +43K (+6%) | 6 of 8 | |
| 5 |  LPLA Lpl Financial | $15.3M | 13.2% | 54K | +4,360 (+9%) | 8 of 8 | |
| 6 |  ROST Ross Stores Inc | $11.7M | 10.1% | 55K | +682 (+1%) | 8 of 8 | |
| 7 |  CMG Chipotle Mexican Grill I | $11.3M | 9.7% | 333K | −151K (−31%) | 3 of 8 | |
| 8 |  ACHC Acadia Healthcare Company in | $8M | 6.9% | 272K | New position | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Teca Partners 13F FAQ
What does Teca Partners own?
Teca Partners reported 8 stocks worth $116M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are TMO (19.2%), GWRE (14.1%) and FERG (13.6%). The table above lists every position in the filing (the top 10 without an account).
What did Teca Partners buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 6 added to, 1 trimmed and 2 sold out. New positions include ACHC. It sold all of VIK and TJX.
When will Teca Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Teca Partners's portfolio worth?
The Q2 2026 filing reports $116M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.